Selling Health Insurance Online 101 for New Health Insurance Agents: Part 2 Getting Set Up

Selling Health Insurance Online 101 for New Health Insurance Agents:  Getting Set Up to Sell Health Policies Online.

In this article I am going to be talking about hardware and getting set up to sell health insurance online.

1. Do not panic if you are technically challenged.

Lets look at your hardware first:

Your computer is the one of the most valuable assets when selling health insurance online.  If you have an older laptop or desktop this process might be pretty stressful to it (and you too) if you do not have it functioning where it will perform well.  In many cases you will have it doing more things at one time than it is used to, and believe me, there is nothing more frusrating than going through a health insurance sales presentation only to have technical difficulties and losing a sale.

On the exterior of your computer:

Look for the fan vents and make sure they are dust free.  Buy one of those cans of air to blow it out if needed.  If your computer is on constnatly you might want to do this on a weekly basis.  This will prevent overheating which will slow down or even lock up your computer.

Under the Hood:

You might want to consider upgrading your RAM (random acess memory.)  This determines how much your computer can do at one time and is fairly cheap to upgrade.  You might also want to have the thermal paste replaced on your processor chip. (again this prevents overheating, kind of like oil does for a car engine)  You can get all of this done at your local computer dealers like Best Buy or Radio Shack.

The Operating System:

One of the last steps you will want to take is to clean up your operating system so that you have a business like look to what you are doing.  File away or delete any unused icons on your desktop.

Set up a folder to keep everything organized for health insurance presentations:

You can see that it contains folders for each company (that contain sales materials and rating software) also shortcuts to various website I use for presentations, and some of the presentations tools I use such as ShowMyPC.   It is really important to keep this stuff well organized so that you do not have to fumble around during a presentation.

I now primarily use this as a place to store pdf files of advertising materials from the various health and life carriers and to keep the offline rating software, but in the beginning you need a good place to store everything you need in one place.  That way when you are ready to take the next step and set up an online health insurance sales presentation page you will have everything ready to go.

p.s. Click on the picture to ge a better veiw…

Set up a seperate e-mail address to keep track of everything:

This is really important.  You do not want to use your personal address that has personal and business email getting mixed up.  You will also want to turn off spam filters on your new email account becaus you do not want it to mistakenly catch leads, corespondence from clients, or notifications from carriers.  You can set these up at yahoo, gmail, hotmail, etc.

Buy a Headset:

I would strongly suggest buying a headset and setting up with SKYPE to make calls through your computer.  Remember that you will be using your computer doing a health insurance sales presentation while on the phone, and trying to hold a handset between your shoulder and ear can get quite uncomfortable.  If you have an unlimited plan with your mobile phone be sure to get a Bluetooth Headset to save you from neck cramps.

That about does it for getting the hardware set up, next article will go over setting up your online health portals,  webconferencing tools, and setting up your health insurance sales presentation webpage.

Thank you for stopping by New Health Agent Solutions: Online Health Insurance Sales 101.