Why Account Executives Selling Small Group Health Insurance Need a Better Solution

If you're a broker or agent in the small group health insurance space, you know the pain of quoting and selling small-group clients using spreadsheet proposals in response to RFPs. Yet, many professionals still rely on outdated methods that require hours of manual data entry.  

The Problems with Spreadsheets

1. Manual Entry = High Risk of Errors

A simple typo or incorrect formula can lead to inaccurate small-group client quotes, which may cost clients a lot of money and damage a broker’s credibility. Spreadsheets don't have built-in safeguards to catch mistakes, and a single data entry mistake can skew an entire proposal.

2. Time-Consuming and Inefficient

Every minute spent manually updating spreadsheets adds up to many hours of lost time that could have been spent selling and building client relationships. Instead of focusing on strategic growth and higher revenue-producing activities, account executives waste hours on administrative tasks that have been fully automated.

3. Version Control Nightmares

Ever sent the wrong version of a quote to a client? With multiple files floating around, losing track of the latest updates is common. Spreadsheets lack a centralized system, making collaboration and accuracy a challenge.

4. Limited Client Experience

Clients expect fast, accurate, and professional quotes. Spreadsheets can look outdated and may not present data clearly and intuitively. A clunky, error-prone quoting process does not instill a client’s confidence in the expertise of the broker and firm.

The Solution:

MyHealthily: A Better Way to Quote and Sell Small Group Health Insurance

MyHealthily eliminates the inefficiencies associated with manual spreadsheeting and offers a seamless, fully automated approach to quoting and selling small-group health insurance. Here's why it's a game-changer for insurance professionals:

• Automated and Accurate Quotes

Leverage MyHealthily’s instant proposal creation functionality to avoid spending time entering data. MyHealthily's platform ensures one hundred percent accuracy when quoting all ACA Fully Insured, Level-Funded, Medically Underwritten, and ancillary Dental, Vision, Life, STD, LTD, and Workisite products.

• Faster Turnaround Time

Generate quotes instantly, not hours, allowing you to respond to clients quickly and close deals faster.

• Centralized Platform

No more lost versions, duplicate files, or spreadsheets that don’t sync. Everything is stored in one place for easy access and collaboration.

• Enhanced Client Experience

Present polished, professional quotes that instill trust and make your hard work stand out.

Stop Wasting Time – Make the Switch Today

If you're still using outdated manual spreadsheeting practices to produce small group health insurance RFP documents, it's time to upgrade to gain a higher return on investment of time spent. MyHealthily saves time, reduces errors, and helps you sell more efficiently. Ditch the outdated methods and embrace a smarter way to grow your book of business.

Ready to streamline your process? 

Discover how MyHealthily can transform your workflow and help you win more business today!

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