Leveraging the Power of PLANSIGHT: A Guide for Carriers

As a forward-thinking carrier already using PLANSIGHT, you're part of a transformative wave in the insurance landscape. This platform revolutionizes the traditional RFP process, enhancing collaboration, efficiency, and value communication. But are you making the most of the innovative features that PLANSIGHT offers? This guide outlines how to best utilize the platform to ensure your unique offerings stand out.

1. Master Your General Messaging

Your carrier settings are where the magic happens. This is where you create and save your general messaging, which will then be visible within the directory and at the point of distribution. It will also be automatically associated with any quote related to your company. Make sure your messaging is clear, engaging, and accurately represents your value proposition.

2. Customize Messaging for Specific RFPs

PLANSIGHT's flexibility allows you to customize messaging for specific RFPs. Through the platform, you can access custom marketing at the RFP level. This means that any videos or multimedia content you embed will show up specifically for the quotes within that particular RFP. Use this feature to tailor your messaging to align more closely with the needs of the specific broker or employer client.

3. Highlight Your Unique Offerings

Make the most of the ability to showcase your unique services and products on PLANSIGHT. From uploading detailed marketing materials to tailoring pitches that brokers can readily access, ensure you are providing comprehensive yet digestible content that communicates your distinct value propositions.

4. Tailor Messages Based on Benefit Types

Differentiate your various insurance offerings such as dental, disability, or life insurance with specific messaging for each type. This ensures that you can effectively convey the unique nuances and selling points for each benefit type.

5. Enhance Communication with Multimedia

Text alone may not capture the full scope of your services. PLANSIGHT supports multimedia uploads, offering you the opportunity to enhance your messaging with engaging images, infographics, and videos. Use multimedia content to break down complex concepts and make your offering more accessible and engaging.

6. Stay Updated

The insurance landscape is dynamic, and your offerings may evolve. Regularly update your marketing materials, messages, and pitches on PLANSIGHT to ensure brokers have the most accurate and current information.

7. Use PLANSIGHT's Support Tools

PLANSIGHT offers a range of tools and support options, including video tutorials and customer service. These are invaluable resources that can guide you in optimizing your use of the platform.

8. Encourage and Utilize Feedback

PLANSIGHT fosters collaboration and feedback is a crucial aspect of this. Encourage brokers to provide feedback on your pitches and materials. This feedback can help you refine and improve your approach, ensuring you're always delivering the most compelling pitch.

With PLANSIGHT, you're not just participating in a platform; you're leveraging a powerful tool that has the potential to drive business and redefine your RFP process. By utilizing these unique features, you can ensure your unique story shines through and your offerings stand out in the ever-competitive insurance landscape.