ShiftShapersCoverArt

Today’s advisors are being asked to do more . . . and often – with less. Can a CRM help increase your effectiveness along with your practice’s efficiency?
Commission compression, client expectations of broader and deeper service levels and an ever more complex industry have all put pressure on benefit advisors. In many practices, this has had a significant effect on profitability. On this episode of ShiftShapers we explore the wide world of CRM systems. With a little bit of work, the right system can help your practice stay focused while delivering better service.
Ryan Pinney, President of Insureio, joins us on this episode to talk about how new CRMs targeted specifically at insurance agents, advisors, and other professionals are changing the practice management landscape. A great CRM can save you from spending the bulk of your time managing client data rather than engaging with clients themselves.

Ryan talks about how some of the most successful agents have been adopting new technologies for the past decade, giving them a leg up. We discuss how the average age of agents in the insurance industry affects our willingness to integrate new technologies into our practices, and what to look for in a CRM if you’re new to the tech.

CRMs can help you maximize your sales time, keep up with clients, and prospect more effectively. Ryan describes several different CRMs and the rules-based software you can use to streamline your entire selling process. We also touch on why you must get a CRM that is explicitly secure enough for HIPAA guidelines.

What You’ll Learn From this Episode:

  • Why many salespeople only spend 40% of their time selling (when they should be spending 70-90%).
  • How operational change has been slower to effect the sales cycle than other aspects of the business.
  • How agents or advisors can begin putting their existing business onto a CRM.
  • The pros and cons of cloud-based CRMs and hardware-based CRMs.
  • The essential security questions you must ask before choosing a CRM to ensure that clients’ data is as secure as possible.

Featured on the Show:

Listen to the Full Interview:

This Episode is Sponsored by:

Enjoy The Show?

Subscribe-with-iTunes-smallSubscribe-with-Stitcher-small

ShiftShapersCoverArt
On today’s episode, we are speaking with Rick Bailey and Amanda Hohenberry of Inrollit. Inrollit is a modern health insurance company that was built on the foundation of a much older model. Rick was asked by Georgia Governor Nathan Deal to be a part of his exchange advisory committee.

What Rick discovered caused him to shift the shape of his entire business. We’ll hear from the folks at Inrollit on how they are breaking down the barriers to customer understanding with their new platform. Don’t miss it!

What You’ll Learn From This Episode:

  • Why it’s so easy, as benefit advisers, to forget what it’s like to be the individual consumer.
  • How the internet is the most powerful free marketing tool at your disposal.
  • Why it’s ultimately about creating an environment that is comfortable for the end user and the broker.
  • How they have broken down the new laws for everyday people to understand.
  • Who the market is for the private exchange and where they see it going in the future.

Featured On The Show:

Listen To The Full Interview:

Enjoy The Show?

ShiftShapersCoverArt
On today’s episode, we are welcoming Alan Katz of SeeChange Health  to the show. Alan his colleagues at SeeChange Health have been finding great success with a different model and mindset than many of our listeners may be used to
.

SeeChange Health was founded in 2008, and since then, they have cultivated and refined a model called “Value-Based Benefit Design”. Today, we are going to be talking about the evolution of the company, and the future of this exciting construct. Don’t miss it!

What You’ll Learn From This Episode:

  • How and Why SeeChange Health was founded.
  • How they provide financial rewards to people who take actions to improve their health.
  • Why traditional health insurance isn’t really health insurance at all; it’s sick insurance.
  • What plans they have for expansion into different states.
  • How Alan sees incentive-based platforms fitting into the landscape moving forward.

Featured On The Show:

Listen To The Full Interview:

Enjoy The Show?