Health and Welfare
Building a pipeline for lead generation and sales is the key to growing your business, but taking time away from current clients is not option.
Each report provides you the intelligence that you need to effectively engage a decision maker in a discussion about how your services can impact his or her business. While your competition is guessing at what businesses need their services, you can dedicate your time exclusively to initiating conversations with potential prospects, business intelligence report in hand. A Health and Welfare report tells you:
- Decision maker name and title, company name, address
- Health plan currently in place, length of time with that company
- Benefits that are currently being offered, recent changes, renewal date
- Broker, length of time with that broker
- Total employees, eligible employees, participating employees
- Portion that employees pay
- Utilization of Section 125
- Areas they would like to improve
- Decision-making process.
This intelligence, combined with specialized sales coaching, optimizes your opportunity to create a pipeline for lead generation and sales.