Author name: Sandra Valencia

How to Create an Onboarding Strategy for Health Insurance Clients

In the health insurance industry, customer satisfaction doesn’t begin when a policy is purchased but from the very first moment a potential client decides that your agency or services are the right choice. The onboarding experience is crucial to ensuring that new clients feel welcomed, informed, and confident in their decision. A well-designed onboarding strategy […]

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Marketing Terms Every Health Insurance Agent and Agency Should Know

Marketing isn’t just a useful tool; it’s an absolute necessity. To stand out in a saturated market, it’s crucial that health insurance agents and agencies understand and apply key marketing concepts. With the rise of digitalization, marketing has rapidly evolved, and staying on top of the most relevant terms can make the difference between success

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Selling Health Insurance After Tropical Storm Beryl: A Guide for Agents and Agencies

In the wake of Tropical Storm Beryl, communities are often left grappling with a multitude of challenges, from property damage to health-related issues. As a health insurance agent or agency, your role is not just to sell insurance but to provide crucial support during these difficult times. This guide will delve deeply into strategies for

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 Explaining Consent Forms to Health Insurance Clients

One of the crucial responsibilities of agents and agencies is to ensure that clients understand and complete consent forms. These forms are essential for legal, regulatory, and operational reasons, yet they can be intimidating or confusing for clients. This blog will provide a comprehensive guide on how to effectively communicate the necessity and significance of

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Harnessing WhatsApp for Health Insurance Agents and Agencies

In the fast-paced world of health insurance, effective communication is key to maintaining and expanding your client base. As digital communication channels continue to evolve, WhatsApp has emerged as a powerful tool for businesses, including health insurance agents and agencies. This blog will explore how you can leverage WhatsApp to enhance your business operations, improve

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Growth Marketing: A Boost for Health Insurance Agents During OEP

Traditional marketing and growth marketing share a common goal: to generate more business. However, the latter focuses on integrating strategies and analysis to optimize the entire sales funnel and customer lifecycle, emphasizing long-term results. For health insurance agents and agencies, especially during the Open Enrollment Period (OEP), adopting growth marketing strategies can be the difference

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Vilma Núñez: Inspiration for Growth in the Health Insurance Sector

In the world of digital marketing and entrepreneurship, there are figures whose influence transcends industries and borders. One such figure is Vilma Núñez, an entrepreneur and marketing expert renowned for transforming basic marketing concepts into exceptional business strategies. Her impact is not limited to traditional marketing fields but also extends to specific sectors such as

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Important Update: CMS Actions to Prevent Unauthorized Enrollment Changes

At Claro Insurance, we want to ensure that you are informed about the latest updates from CMS, as they are crucial for protecting the integrity of Federally-facilitated Marketplace (FFM) enrollments and ensuring that all consumers receive the fair treatment they deserve. The recent CMS action aims to combat unauthorized changes in consumer enrollments made by

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Discover the Benefits of the Community Module and ARC with Claro Insurance

Staying informed and equipped with the latest resources is crucial for success. At Claro Insurance, we understand the unique needs of our agents and agencies. That’s why we’ve developed a comprehensive tool within our ARC (Agent Resource Center) to keep our team ahead of the curve. In this blog, we’ll explore the myriad benefits of

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What is the Medigap Birthday Rule and How Health Insurance Agents and Agencies Can Use It to Benefit Their Clients

Medicare beneficiaries often seek ways to optimize their coverage without facing significant barriers due to their health status. The “Medigap Birthday Rules” provide a unique opportunity for these beneficiaries, allowing them to change their Medigap policies without a new medical evaluation. For health insurance agents and agencies, understanding and leveraging these rules can be a

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