Are you considering going paperless, but not sure where to start? Here are 4 reasons why having a paperless Health Insurance office can save time and space, and help you become more environmentally friendly!
More Space
Do you have filing cabinets full of applications, policies, notes, folders, etc.? Are you looking for a way to free some space in your office? Implementing a computerized, searchable filing system or utilizing a Customer Relationship Management (CRM) system will cut down on the used physical space in your office, and there will be one guarded place where all the information will be stored.
Are sales kits and applications taking up space in the trunk of your car or the corner of your office? Eliminate the need for paper applications by using electronic applications at each appointment. More and more Medicare companies are offering electronic applications. Learn how easy and stress-free electronic applications can be and how they can help an agent save space and time. Medicare carriers provide agents downloadable sales tools to explain all the plan benefits during the appointment, making it easy to reduce the need to carry around bulky flip charts and three ring binders with plan details.
Fewer Mistakes and Immediate Confirmation
Correcting information on a Medicare application can take hours, even days to fix. With many electronic applications, clients or agents cannot proceed through the application without correcting any data mistakes. Therefore, they are not able to submit an application to the carrier without the correct information. If a paper application was submitted with mistakes, it takes additional documentation to correct the mistake, which in most cases can take up to two weeks.
Immediately after submitting an electronic enrollment, the client/agent will receive a confirmation number. This assures the client/agent that the carrier has received the enrollment and it is being processed in a timely manner. Remember to save your confirmation e-mail to your client’s profile!
More Security
It is your responsibility to protect your clients’ information. For example, in the event of a flood, fire or robbery where all your files are damaged, would your business be able to survive? Having a system in place, to protect that information is very important. To learn tips to protect your clients’ Personally Identifiable Information (PII) and Protected Health Information (PHI), check out our blog, 5 Tips to Protect Client Info.
Education
Are you ready to learn more about electronic applications? Here at Hovis & Associates we want you to be very knowledge on all the new, up-to-date electronic applications, so you feel comfortable and confident when using them. On April 14th, 16th, 21st, and 23rd, Hovis & Associates will be offering four Medicare Electronic Applications Trainings. Each training will consist of completing an electronic application from start to finish for all the major Medicare carriers. Are you ready to become more knowledgeable with electronic applications? Call (888) 613-6196 or email laceyrobertson@hovisandassociates.com to register for a class today. We make the complicated Simple!