SMS Marketing Tips for Health Insurance Agents: Don't Miss Out on New Customers


14 September 2022


TJ Gaushas

As the annual enrollment period approaches, health insurance agents may be feeling a sense of dread. After all, this is the time when customers have the opportunity to shop around for new plans, and it can be tough to compete with all of the other options out there.

However, with the right strategies in place, you can be sure to have a successful open enrollment for 2022-2023! One of the most effective strategies in today's digital age is the use of text messaging in healthcare. By using SMS to communicate with your customers, you can provide timely updates and reminders, answer questions, and even send personalized plan recommendations.

This can help you retain your current customers and gain new customers who are looking for a convenient and modern way to interact with their health insurance provider. Whether you're new to the health insurance game or a seasoned agent, incorporating SMS Marketing Tips can help you excel in your marketing efforts.

With Open Enrollment around the corner, now's the time to start building your subscriber list and effectively promoting your product to prospects. Read on to discover more tips and tricks to enhance your SMS marketing strategy

AEP is a crucial time; It's the best time for health insurance agents to get new customers. Get your notebooks out and get ready to execute your plan today.  

Let’s get right to the good stuff! There are a few things that health insurance agents can do to get more customers during this time. One of the most effective, direct, and immediate outreach methods is the use of SMS marketing. 

SMS marketing is a great way to reach out to potential customers and let them know about your health insurance plans. You can send out text messages with information about your plans and how to sign up for them. After all, It’s 2022!

Everyone has a cell phone nowadays and text messaging has become the number one means of communication amongst most adults. In addition to having a strikingly high open rate of 97%, SMS messaging is a quick, direct, and often times successful way to get in front of the eyes of your customers.

With the odds in your favor, it’s up to you to gear up and perfect your pitch in order to make the most of annual enrollment. 

SMS marketing can be an effective way to stay in touch with your current customers and remind them to renew their policy during Open Enrollment. By using SMS Marketing Tips, you can keep your customer base and attract new customers during this important time. Don't miss out on the benefits of SMS marketing - start engaging with your customers today!

If you're not sure how to get started with SMS marketing, there are a few things you can do. 

Retain the Current Customer Base

Start by sending out a text message to your list of current customers. You can send them reminders about annual enrollment and let them know about any changes or updates to your plans. You can even include links to helpful articles or videos about choosing the right health insurance plan. Let them know that it's time to renew their health insurance and offer a consultation to help them choose the right plan. 

Gear up for New Customers During AER

SMS marketing can be a great way to reach potential customers and make the most of this time period.

Here are some tips on how agents can use SMS marketing to find new customers and get more business during annual enrollment:

1. Use a keyword to opt-in potential customers

Try running ads that target people who are searching for health insurance plans. When they click on your ad, they'll be taken to a landing page where they can opt-in by texting a keyword to receive text messages from you. By using a keyword, you can make it easy for people to sign up for your SMS messages.

Make sure to advertise your keyword in other places where potential customers will see it, such as on your website or in print materials. Once you have a few people subscribed to your text messages, it's time to start sending out content that will help you close the deal.

Send them information about your plans, rates, and coverage. Include links to helpful articles or videos about choosing the right health insurance plan, and offer a free consultation to discuss health insurance options.

To improve your SMS marketing strategy, make signing up for your SMS list easy for customers. Add a sign-up form to your website and social media pages and use your keyword in your email signature. By following these SMS marketing tips, you can build a strong subscriber list and better engage with your customers.

2. Send timely reminders about annual enrollment deadlines

People often procrastinate when it comes to signing up for health insurance. Send them reminders about upcoming deadlines so they don’t miss the opportunity to enroll. You can also use SMS marketing to answer common questions people have about health insurance. This way, you’ll be top of mind when it comes time to enroll.

3. Offer exclusive deals and discounts

During annual enrollment, offer potential customers deals and discounts that they can’t get anywhere else. This will give them an incentive to sign up with you. You can also hold a contest with a grand prize that is health-related. For example, a free gym membership or a home health assessment.

4. Provide helpful information about the new plans

Many people are confused about the different health insurance plans available during annual enrollment. Use your SMS messages to provide helpful information about the various plans so people can make an informed decision about which one is best for them.

5. Keep your messages short and sweet

People are busy and they don’t have time to read long SMS messages. Keep your messages short and to the point, so people will actually read them.

SMS marketing tips can help you engage with potential and current customers. Don't miss out on this valuable opportunity. Make sign-up easy and use targeted keywords to build your subscriber list and promote your business effectively.

Don’t wait! Book a demo with Textdrip and we can help you get started with planning your SMS Marketing Services Campaign and reaching out to customers today!

Once you have a good handle on your SMS Marketing Campaign, you can also utilize the outreach methods below to gain more customer traction and attention to what you are offering. 

Additional SMS Marketing Tips to Utilize During AER

1. Get proactive about marketing

Don't wait for customers to come to you—go out and find them! Make a list of your target demographics and start reaching out. Hold informational meetings, send emails or postcards, and run ads in local publications. The more visibility you have, the better your chances of attracting new customers.

2. Offer free consultations

People are often hesitant to meet with an insurance agent because they're not sure what to expect. Take the mystery out of the equation by offering free consultations. This way, potential customers can get to know you and your business without feeling any pressure to buy a policy.

3. Make it easy to compare plans

Once you've got someone in your office, it's important to make the process of choosing a health insurance plan as simple and straightforward as possible. Have materials on hand that compare different plans side-by-side, and be prepared to answer any questions a customer might have.

4. Follow up after the sale

Your work doesn't end once a customer buys a policy from you. In fact, that's when the real work begins! Stay in touch with your clients throughout the year to help them make the most of their coverage. Send reminders about open enrollment and changes to the health insurance landscape, and be available to answer any questions they may have.

5. Get Social

Social media is a great way to reach out to potential customers and promote your services. Make sure you're active on platforms like Twitter and Facebook in the weeks leading up to open enrollment. Use hashtags, post helpful articles, and share relevant infographics. You can also use social media to run promotions and give away freebies.

6. Host an event

Nothing gets people interested like a good old-fashioned event. Hosting an online seminar or workshop on the ins and outs of health insurance can be a great way to attract new customers. You can promote your event through SMS text blasts, social media, flyers, and word-of-mouth. 

7. Make a list

Okay, you can’t forget the basics! There's no need to reinvent the wheel when it comes to getting new customers. Make a list of everyone you know who doesn't have health insurance, or who is unhappy with their current plan. These are the people who are most likely to be receptive to your sales pitch.

8. Go above and beyond

Finally, remember that the key to success in any sales industry is providing excellent customer service. This is especially true in the health insurance world, where the product you're selling is complex and often confusing. Be patient, be helpful, and always go the extra mile for your clients. If you do, they'll be more likely to stick with you year after year.

9. Collaborate with other businesses

Partnering with other businesses is a great way to reach a wider audience. See if you can team up with a local gym or grocery store to promote your services. You can also offer discounts or incentives to customers who mention your business when they enroll in a health insurance plan.

10. Get Creative

Finally, don't be afraid to get creative in your marketing efforts. There are endless possibilities when it comes to promoting your business during open enrollment. Be sure to think outside the box and come up with a few unique ideas to help you stand out from the competition.

By following these tips, you'll be well on your way to getting more customers during open enrollment. Just remember to stay positive and keep pushing forward—you never know when that next big sale will come through.

Wrapping Up

By following these tips, you can give yourself a boost during open enrollment and set yourself up for success throughout the year. So get out there and start selling! 

Whatever approach you take, remember that the most important thing is to provide value and build relationships. If you do that, you'll be sure to succeed.

TJ Gaushas

As the COO of Textdrip, TJ oversees global operations and is committed to driving success through strategic planning, operational efficiency, and team leadership. Read More

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