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Newsletter - May 2008

Where Do the Front Run Candidates Stand?

As the primaries get more and more heated, the candidates continue to voice their stance on healthcare issues. As many publications warn: this is the "candidates' stated positions, not what they will do if elected."
 
As the candidates continue to campaign and give their stance, we are able to look at where the economy and the healthcare insurance market may go.
 
Generally speaking, the Democrats' have said they plan to offer all Americans a variety of insurance choices similar to the ones that are offered to federal workers. Republicans plan to remove restrictions and regulations on the insurers. They argue that a free market will drop costs and increase the quality of both parties agree that savings will come through advances in digital medical records and disease prevention.
 
Candidates were asked for their position on topics, here are the break downs for where each individual stands on these issues.
 
Premium Subsidies to Individuals
McCain - Provide a tax credit of $2,500 (individuals) and $5,000 (families) to all individuals and families for the purchase of insurance. Require any state receiving Medicaid to develop a financial "risk adjustment" bonus for high-cost and low-income families to supplement tax credits and Medicaid funds.
 
Clinton - Refundable tax credit to help working families pay for coverage. The value of the credit would be set ensure that premiums could not exceed a fixed percentage of family income, while maintaining price consciousness among consumers.
 
Obama - Make federal income-related subsidies available to help individuals buy the new public plan or other qualified insurance.
Premium Subsidies to Employers
McCain - No Provision.
 
Clinton - Refundable small business tax to provide an incentive to offer employee coverage. (High-income small business would not qualify.) A "retiree health legacy initiative" would provide qualifying public and private sector employers offering retiree health plans with a tax credit to offset catastrophic health expenditures, "as long as savings are dedicated to workers and competitiveness."
 
Obama - Federal subsidies would partially reimburse employers for their catastrophic health care costs if the employers guaranteed that premium savings would be used to reduce employee premiums.
Changes to Private Insurance
McCain - Promote competition and individual choice of insurance by allowing insurance to be sold across state lines. Allow small businesses and self-employed to purchase insurance through any organization or association.
 
Clinton - Require private insurers to provide coverage on a guaranteed issue and guaranteed renewable basis.
 
Obama - Prohibit insurers from denying coverage based on pre-existing conditions.
In summary, it appears that all candidates regardless of party affiliation provide incentives to consumers to purchase health insurance from existing channels at least as elements of their healthcare solution. Due to this commonality amongst the candidates the expected outcome is likely to drive more consumers to agents who provide health insurance solutions.

Solera Offers it's Agents Upgrades & Free Quoting 

In the past month Solera has released two new products: the CarePOS for Groups Dental Plan and the Triple Choice/Dual Option Dental Plan. With these two new dental products, Solera provides free quoting services for its agents.
 
To obtain a professional quote, Solera Agents may request a quote for the Triple Choice/Dual Option Dental Plan, the CarePOS for Groups Dental Plan, or for both. Our Agent Services team is here to serve you!
 
 

Solera Enhances its Triple Choice/Dual Option Dental Plan

 

Since releasing the Triple Choice/Dual Option Dental Plan, the largest request from our agents and their clients has been that the plan offer a $1,500 maximum option.

 

Realizing that the agent could sell more by better meeting the clients' needs; Solera has enhanced the plan to offer the option of a $1,500 maximum. (The original $1,000 maximum plan design is still available.) Solera continues to provide its agents with competitive plans, as well as a simple and effective sales process.

 

With this enhancements, Solera Agents have more plan designs to offer their clients to increase the appeal of the Solera Triple Choice/Dual Option Dental Plan.

 

Professionalism is Being Prepared 

In today's fast-paced, professional world, many important competitive elements can get over looked. One example may be the way a meeting is approached. Taking the time to Be Prepared is critical to success in selling health insurance.
 
Preparing for a meeting is a deliberate process that is an important element of a successful meeting.  Follow these simple steps to improve your success in meetings and ultimately your sales conversion rate.
 
Step 1 - Prepare Materials
As an agent walking into a business you need to be sure to have all your materials prepared. This breaks down in a number of ways: do your materials demonstrate professionalism and delivery your message in a clear, concise way? Do your materials answer the customers questions? Do your materials provide value? Your materials should be printed with a quality printer with minimal grain, on quality paper.  Finally, your documents should be organized so that you can get exactly what the client needs when they ask you.
 
Step 2 - Dress the Part
All materials have been gathered and neatly organized, now it's time to do the same to your appearance. Dressing the part is an important factor in being professional. A good rule of thumb is one step above your audience.  When in doubt go with the more professional look.
 
Step 3 - Be on Time
With all materials ready and you look professional, being on time is the next step. Being on time demonstrates respect for your client and provides a first impression of professionalism. Upon arriving, mannerisms and behavior can also show your professionalism. You want to conduct yourself in professional manner that is suitable to everyone that you encounter. Your conduct and preparedness makes your audience comfortable, which produces a greater sense of confidence in your capabilities.
 
Step 4 - Define the Next Step
As the meeting wraps up it is important to close the meeting with a definite next step.  Whether the next step is providing addition information, a follow-up discussion or closing your sale, successful sales professionals always have a reason to follow-up with the prospect.  This puts the control in your court rather than waiting for a prospect to contact you.  You always want a reason to come back or make additional contact to advance the relationship and further demonstrate your capabilities.
 
The Bottom Line
Being prepared is a deliberate process that all successful professionals use as a best business practice in their ordinary course of business.

Close the Divide Between You and Your Prospects

Closing a sale can be a drawn out process, usually consisting of a number of meetings. Meetings that may tend to veer off your business topic. This is an important part of relationship building. The question often arises, "What do I say when the topic changes to personal and how do I get it back to business without offending?"
 
When the client or the meeting does go off course the best thing to remember is to talk less about yourself and your opinions. Let the client talk! Don't put yourself in a position of offending your client or provide a reason to dislike you. Sometimes personal opinions can offend or create a divide between you and your prospect.
 
By allowing the other person to talk, the discussion stays on their topic of interest. The result is usually a positive feeling with the prospect.  The old saying of "don't talk about religion and politics" is true in most cases and can be taken a bit further to ensure positive impact with prospects. For example if your prospect is talking about golf, don't mention your membership to a prestigious private golf club.  This may create a divide as few prospects are members of such clubs.  If your prospect is talking about the basketball game, don't mention your courtside seats as this again can create separation between you and your prospect.
 
Provide yourself every opportunity to relate to your prospects and give them every opportunity to relate to you.  This produces stronger relationships.

 

Solera Insurance & Financial Services, Inc. © 2006