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Sales distancing

Email rate quote options are a solution to reduce COVID-19 risks

The coronavirus doesn’t have to bring your dialogue with individual clients and prospects to a stop.

Thanks to our email quoting systems through Blueprint for Agents, you can use the medically smart practice of social distancing and still get your clients timely coverage quotes. And perhaps most importantly, the system associates your NPN (National Producer Number) with the quote – all the way through to the sale.

Here are the email quoting tools available to you:

  • Under 65 – Just last week, we activated this capability for the Under-65 market!
  • Over 65 – You’ve had this ability for the Over-65 market for a while now through Blueprint for Agents.
  • Ancillary products – You can email quotes to applicants through the Pinnacle site.

And we’ve got more helpful tools coming! In the fall, you’ll be able to use the Ascend enrollment platform to submit Medi-Pak® Advantage and Medi-Pak® Rx (PDP) prescription drug plan enrollments during this year’s annual enrollment period. So stay tune for more on that.

How to submit an email rate quote through Blueprint for Agents

Under-65 email rate quoting:

  • Click on Shopping and then on Under 65 Shopping.
  email rate quote 1

email rate quote 2
  • Select plan options.
  • Enter basic demographic information.
  • Choose plan(s) for which you want to provide quote(s).
  • Add plan(s) to the Cart.
  • Choose Email Enrollment to Member.

email rate quote 3

  • Your client/prospect will receive an email like the one below and will be given the option of clicking the Enroll Now link at the bottom of the email.

email rate quote 4

  • If your client enrolls through the email, your NPN will be associated with the enrollment. If your client wishes to change the plan selection a new email rate quote will need to be generated.

     

    Over-65 email rate quoting:

  • Click on Shopping and then on Email link to a member (which appears to the right of the link for Over 65 shopping).

email rate quote 5

email rate quote 6

  • Select plan options.
  • Enter basic demographic information.
  • Choose an Over 65 product to quote.

email rate quote 7

  • Select the Email Plan Options button.

email rate quote 8

  • Your client/prospect will receive an email like the one below and will be given a link that will allow them to view the Medi-Pak Advantage or Medi-Pak product information online – and even enroll. If your client enrolls through the link provided, you NPN will be associated with the enrollment.
email rate quote 9


So during this time when social distancing is so important, please use these convenient tools to continue to meet the needs of your clients and prospects and keep those quote (and sales) flowing.