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It’s no secret that we should all be doing our part to minimize in-person contact and maintain physical distancing whenever possible. But we also know that when it comes to enrolling new members and helping existing members renew their coverage, there’s nothing like face-to-face interaction. If there’s one certain thing about these uncertain times, it’s that this new normal has made challenges for us all.
That’s where our online enrollment tool comes in. With our individual portal, you can virtually track your progress with your clients. While you will be responsible for setting up a Skype or Zoom meeting with your client, everything you do during your sale is documented through the online tool, including your progress with a client and their application. What does this mean for doing business?
- You can connect, quote and enroll subsidy-eligible clients directly on the FFE
- You can access guided shopping tools to recommend the right plan for each person
- You can generate professional proposals with your contact information embedded
- All your quotes and quote history is housed in one location
- You can email your proposals
- Enrollments can be processed on behalf of your client, with your client, or by the client
- There is an easy-to-follow application process for simplified submissions
If you would like to access our portal with the direct enrollment features, we’d be happy to set you up with login credentials. Email us at brokers@thehealthplan.com and share your FFM credentials to get started.
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