Getting started
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Live trainingsSend a Needs Assessment
Gather your client’s health information with this time-saving tool.
How it works
Easily send a survey to any of your contacts in just one click. This survey will cover the full scope of information you need to quote your contacts and prepare for your sales meetings – no pen or paper needed. The questions presented will depend on if you are sending it to a Client or a Prospect.
- "Active Clients" will now be prompted on their current Medicare coverage and whether or not they are interested in switching plans to help you identify if your Client is in need of new plan options at their next election period.
- "Prospects" will be be asked to provide info on their health insurance type, out of pocket costs, and retirement plans to give you insights into their specific needs depending on their unique coverage needs.
Click the arrows for a demo of the survey to both “Active Clients” and “Prospects”
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Needs Assessment for Active Clients
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Needs Assessment for Prospects
Please note that Needs Assessments are personalized per contact so they can not be used for mass communications
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