Every sales supervisor wants to know: where are my agents excelling and where are they struggling in the sales process? While your current operations may focus on metrics like conversion rate and cost per acquisition to gauge success, achieving sales … Read More
Author Archives: Tim Collopy
5 Ways AI Can Improve the Effectiveness of Each Sales Agent
While traditional training methods can lay a foundation, ensuring consistent and effective sales interactions presents an ongoing challenge. The transformative role of Artificial Intelligence (AI) can address key aspects of agent performance within sales centers. From pinpointing individual bottlenecks in … Read More
Supercharge ROI: Lead Insights and Analysis to Lower Cost Per Acquisition
Leads can be expensive. Knowing what is driving the outcome of each call by analyzing what is being discussed from an agent and customer perspective is critical, but, unfortunately, this is often one of the most time-consuming areas in call … Read More
Visibility into Performance and Profitability: Leveraging Lead Optimization AI for Insurance Marketing Agencies
Why Does a Performance Marketing Agency Need AI for Lead Optimization? In today’s highly competitive insurance market, performance marketing organizations that sell insurance leads face numerous challenges in ensuring the quality and effectiveness of the leads they generate and distribute. … Read More
AEP Prep: Harnessing AI for Compliance Risk Mitigation
The Medicare Annual Enrollment Period (AEP) is just around the corner. As the busy season approaches, Medicare Advantage Organizations (MAOs) must prepare not only for the increase in sales and marketing efforts but for heightened compliance expectations this year. The … Read More
The Final CMS Rule: How Conversational AI Can Help Enhance Visibility Into Agent Behavior
The Centers for Medicare and Medicaid Services (CMS) released its final rule for plan year 2024. Among many other updates, it continues to provide guidance on how your agents can sell Medicare products in contact centers. Below, we highlighted some … Read More
Navigate the Proposed CMS Rules For PY2024 With Conversational AI
The Centers for Medicare and Medicaid Services (CMS) released proposed rules that could affect the practices your agents can sell Medicare products going forward in contact centers. We highlighted some of the areas where the deployment of an insurance-specific conversational … Read More
How Conversational AI is Radically Changing Insurance Sales in 2023
By now you have heard a lot about conversational AI and large language models like ChatGPT, but do you know just how these AI models are radically changing the Medicare Advantage sales model going into 2023? MAOs and third-party marketers … Read More
Maximize Medicare Enrollments with Personalized Nurturing
With only a few months to make the majority of enrollment sales for the year, Medicare Advantage Organizations (MAOs) have a short window to identify, nurture, and close sales. While the annual enrollment period has always been competitive, closing and … Read More
Top 3 Medicare Compliance Challenges (+ How to Solve Them Before AEP)
The Medicare Annual Enrollment Period (AEP) is just around the corner. And as the busy season approaches, Medicare Advantage Organizations (MAOs) must prepare not only for the increase in sales and marketing efforts but for heightened compliance expectations this year. … Read More