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March 17, 2008 |
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Wonder how the new IFP works? |
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| no additional cost | |||||||
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run quotes find providers create reports keep track of email communication |
Whether it is easily entering prospect information, sending proposals to your prospective clients, accessing a provider directory and/or application library, or utilizing a built-in email auto responder that permits you to send pre-written messages to your prospects, our broker IFP quoting system allows you to be more efficient and attain more new business. |
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| premium feature* | |||||||
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clients can browse plans online clients can enroll online view number of online and offline view calculated cost for potential
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Your prospects can browse and enroll in plans online either through a link on your website or through an email link you send them with your suggested plans. If they purchase a plan online, your information is registered automatically on the carrier’s online enrollment system so you can receive credit for the sale. All activity is measured and summarized for you. If your client enrolls through offline applications, all your agency information is automatically printed onto the application so you will receive sale credit. |
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promote your business online variety of layouts email service |
If you do not have a website, HealthConnect can design a professional turnkey agency website for you to help you promote your business online. You can select from a variety of clean, user-friendly layouts that you can customize to your specifications. Website hosting and email services are also available. | ||||||
| In addition, a new enhancement to the IFP system includes the following features: applications library, option to view previously selected plans, ability to re-quote previously selected plans, "age" field as another option to enter a client’s birth date, page descriptions and instructions on tasks, and ability for consumer to retrieve plans sent by broker online. | |||||||
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Learn more: |
Watch video (10 minutes) | View brochure | |||||
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*As
a Beere & Purves broker, you obtain special pricing on consumer IFP quoting
system and agency websites.
To add the consumer quoting module and agency websites to your new IFP system, please call us at 877-805-2828, ext. 250 or email us at sales@healthconnectsystems.com. For IFP customer support, please call 877-805-2828, ext. 216. |
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Copyright ©2008 | HealthConnect | 877.805.2828 | www.healthconnectsystems.com |
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