How to Thoroughly Vet Quoting & Enrollment Vendors
Whether your agency sells Medicare and senior insurance, group benefits, under-65 individual insurance, or a mixture, your team must quote and enroll your clients.
The quoting and enrollment process can be time-intensive and frustrating for both your agents and clients/prospects alike. But it doesn't have to be when you go through vendor vetting.
Use this checklist to ensure your team asks all the necessary questions to find your best quoting and enrollment vendor fit. This evaluation tool is broken down into four areas:
- Functionality — what the tool does or does not do
- Usage — how your team will logistically use it
- Company details — who is the company behind the product
- Security/reliability — more nitty-gritty information about the product