Healthcare

Health Insurance
Sales

Championing Member Happiness at the Core of Every Single Interaction

Research shows that a person’s health is a top concern, that is why it is important to layer every single interaction with human connection. Everise understands this, we have the expertise and skill set to support these delicate conversations with empathy and understanding.

Maximize your Sales with a seasoned team of Licensed Professionals 
With the enrollment period being so short, every opportunity is critical. At Everise, our licensed agents have advanced sales skills and product knowledge to maximize each opportunity, placing the best policy for the member. Plus, we support each team with a dedicated sales coach to mentor and quickly deploy the most effective sales tactics across the entire team. This spans the entire spectrum of health insurance sales: acquisition, eligibility, needs assessment, policy modification, and benefits check-ups.
Nimbly Augment and Scale While Managing a Healthy Bottomline
Selling insurance can feel like trying to solve a big, complex puzzle. Experience is the crucial ingredient to increasing agents’ performance. Our unique approach to licensed agent retention allows agents to return to familiar programs annually, enhancing their productivity and leveraging their knowledge about your products and services. As a result, you maximize your investment in each agent year over year. “Can your current BPO guarantee a 50%+ licensed agent return rate for your enrollment period YoY?”
Streamline Continuous Oversight and Management of Licensing Credentials
Ensuring every licensed health agent has the appropriate licensing credentials for appointments is a time-intensive task. We support thousands of licensed agents every year, all handled by our dedicated team, who are experts in managing the intricacies of the licensing process. From Non-Residential License (NRL) to appointments to Continuing Education (CE), we handle it all. Working with the unique needs of each client, we ensure that every licensed agent is fully compliant before they take their first call.

Are your current contact center partners delivering value?

+1000%
growth in five years of licensed insurance agents
50%
of agents returned to the same client program from the previous year

Simplify Member Journeys with a Spectrum of Tailored Support Solutions

Choosing the right healthcare BPO to work with can be a long, drawn-out process. Everise breaks that static mold. Our speed to proficiency enables you to hit the ground running by collaborating to craft an innovative solution optimized for your unique business goals. Embrace change with Everise and enhance your insurance sales operations, paving the way to profitability.

Pre-Sales
Leading up to the enrollment period, the focus is on preparation. For current members this means assessing their satisfaction with their current plan, notifying them of any plan changes, uncovering any member changes in eligibility, and most importantly, setting expectations for the timing to renew. For any new prospects, you want to determine their eligibility, present an overview of plan options and again set expectations for the timing to purchase. This can include:

  • Lead Generation
  • Schedule Appointments
  • Appointment Confirmation Calls
  • Eligibility qualification
  • Needs Assessment
  • Product Recommendation
  • Book of Business follow up
Sales
During the narrow window of time for enrolment, our experienced licensed agents use all their sales acumen to find and close the right policy for each member. On average, 85% of policies signed up with us during enrollment get placed. Our agents conduct enrollment confirmation calls to verify payment and spot-check all customer information needed to place the policy. Our agents prioritize proactive communication, reaching out to new plan members to ensure they harness the full power of their benefits and troubleshoot any challenges.

  • Benefit Checkup
  • Benefit Eligibility and explanation
  • Policy Enrollment – new, renewal, and modification
  • Enrollment Confirmation
Maintenance
Outside of the enrollment time frame, we persistently ensure member satisfaction. Our agents make outbound calls to plan members to notify them of any critical updates, such as changes to their deductible or a physician or hospital leaving the network. We prioritize personalized outreach, tailoring communication according to the member’s risk stratification.

  • Annual Notice of Change
  • Pre-Renewal contact
  • Personalized Member outreach based on member satisfaction

Comprehensive Licensing Group

Acquired and managed more than 90,000 licenses in 2022 in all lines of authority.

Everise’s licensing group oversees more licensed agents a year than most carriers. We manage new and previously licensed agents, with dedicated departments focused on appointments, non-residential licensing, and continuous education requirements.

Equipped with cutting-edge tools and processes, our team is a smoothly functioning system, proficient in managing the minutiae of licensure with exceptional expertise.

Licensing Compliance

  • Zero licensed compliance events under fully managed services
  • Monthly and quarterly auditing help keep Business Entity, DRLP

Rapid ramp staffing for scheduling support

Improving NPS by tackling a notoriously difficult call type

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Current Employee

If you are a current employee and in need of assistance, we are here to help. To ensure that your request is addressed as efficiently as possible, please open a ticket on Workday. Our dedicated support team will be happy to assist you.

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Recruitment

If you are a potential candidate interested in joining our team, we encourage you to explore the opportunities on our career page. There, you will find all the information you need and the positions we currently have available. We look forward to hearing from you and seeing how you can contribute to our dynamic team.

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