You’re excited because the new financial advisor you met with last week just referred his first client to you. He liked the idea of having a trusted advisor to refer his Medicare clients to. Your initial conversation with the prospect went well and you sent them your client intake form. The completed form arrives about a week later and you’re happy to get started helping the prospect and the financial advisor.
But, to your dismay, the client’s handwriting was virtually illegible. You could barely make out their address and current insurance coverage, let alone all 6 of their doctors’ names. They listed 8 prescriptions and again they were misspelled and difficult to read.
At this point you have two options:
1. Embarrassingly ask the prospect to clarify the information
2. Take the extra time to search for the correct information
All this extra work has added at least an hour to your workload. Now that all the information is updated and correct, you begin to research the doctors and prescriptions against all the plans in the prospects area to see which plan best covers their healthcare needs. This research takes an enormous amount of time.
But, what if there was a way to gather the prospect’s information: contact information, doctors, and prescriptions electronically which would make the information easy to read and understand? And, what if the doctors’ names and prescriptions are cross referenced to a database via dropdown menu which would eliminate the misspellings? And what if this information was then securely stored in the contact’s record in a CRM?
Congratulations, you just saved time searching the correct names and spellings of the doctors and prescriptions. Now what if you could save the additional hour of searching for the plans that the doctors are in-network with and cover the prescription cost most effectively? Welcome to AGENTAHUB.
AGENTAHUB is an all-in-one turnkey solution helping you, the agent, present the Medicare plan your prospect deserves. AGENTAHUB’s Plan Recommendation Engine utilizes Artificial Intelligence to simplify your process for identifying the right Medicare plan saving you valuable time.
Now imagine the compounding effect of time savings for every new prospect you receive. How many prospects, on average, do you receive each month? Multiply that number by the time it takes to research and prep for each prospect and that is how many hours per month AGENTAHUB will save you.