PlanEnroll’s Agent Website offers a streamlined, professional way to connect with clients, build trust, and increase your sales potential.
If you don't yet have a website – or want to take advantage of PlanEnroll's self-enrollment features – this is a tool you shouldn't overlook!
It's a great way to set yourself apart, improve client relationships, and grow your business without much effort on your part. Let’s explore how.
Recent updates to PlanEnroll allow you to make it look a lot more custom (which we really like!). PlanEnroll is also completely free as long as you are a contracted agent with us (or another Integrity partner).
Learn more: 15 Unique Agent Perks We Offer as an Integrity Partner
Personalizing your website not only builds credibility but also strengthens your brand in your community.
Here’s what you can customize on your PlanEnroll website:
Your Company Name: add your company name to appear on your PlanEnroll website, boosting brand recognition.
Personalized URL: A unique web address featuring your name makes it easier for clients to find you online.
Profile Details: Include a photo, office hours, years of experience, and a custom “About Me” section to humanize your digital presence.
Languages Spoken: Highlight your ability to connect with diverse clients.
Product Offerings: Showcase the plans and services you specialize in.
Being able to include all of this information about yourself and your agency is a huge improvement! If you don't yet have a website at all, this may not be the custom option you're ultimately after, but it's an excellent placeholder.
And if you do already have a website, you can add a link to your PlanEnroll site so clients can self-enroll (and you'll still earn a commission).
Related: Drive More Traffic: 26 Tips for Insurance Agent Websites
Any time a client can update their own information, review and compare quotes on their own, and even enroll themselves into a plan, it's a huge time saver for you!
That's especially true during busy seasons like the fall enrollment period.
On your PlanEnroll website, clients can do the following:
Update their own profiles, which syncs directly with your contact records in MedicareCENTER.
Review and compare quotes you provide, simplifying their decision-making process.
Begin enrollment online, saving time for both you and your clients (they don't have to wait for an appointment to get things going!).
By directing clients to your PlanEnroll site, you reduce administrative tasks while improving their experience.
There are obviously a segment of clients who aren't comfortable navigating technology, and that's fine.
But as new clients age into Medicare, you'll notice that more often, they're very tech-savvy and may even prefer to take things into their own hands. While it's saving you time, it may also be what your clients prefer in the long-run.
Standing out in your area is easier with PlanEnroll’s exclusive features. These tools not only enhance your professional image but also position you as a go-to resource for Medicare help:
PlanEnroll Exclusive Leads: Gain access to compliant, high-quality leads sourced nationally.
Lead Integration: Leads from the Integrity Technology Platform flow seamlessly into MedicareCENTER for easy follow-up.
Client Sync: Ensure accurate client data and permissions before meetings, so you’re always prepared.
Agents using PlanEnroll and the Integrity Suite of Solutions see measurable results, with first-year agents reporting 50% higher productivity and a 64% increase in applications written.
To make the most of your PlanEnroll website, follow these best practices:
Regularly Update Your Profile: Keep your information current to maintain credibility.
Promote Your Website: Share your personalized URL in emails, on business cards, and across social media.
Engage with Leads: Respond promptly to inquiries generated through your PlanEnroll campaigns.
With PlanEnroll’s Agent Website, you’re not just offering plans – you’re delivering a personalized, professional experience that sets you apart.
As the Medicare landscape continues to evolve, having a fully compliant, easy-to-use website helps you stay ahead, build stronger client relationships, and ultimately increase your sales.
Log in to Integrity.com today to customize your PlanEnroll Agent Website and start sharing it with clients!