life insurance resources

Life insurance tools and resources at your fingertips

by Kem Snavely Frost on July 24, 2019

How can ExamOne make it easier for you to order life insurance exams and educate your applicants on the application process? At home, you may have Alexa® to help with daily tasks. In your car, you probably have a GPS to help you navigate. And on your phone, Siri® is always at your fingertips to find needed information. Now, ExamOne has a tool that can help simplify some of those similar requests for you at your office.

See how Alex can help in this welcome video.

Always be learning with ExamOne

Meet your newest dedicated team member. To help you Always be Learning with EXamOne, we’d like to introduce you to Alex. To help you navigate our systems and workflows Alex has compiled and organized our most-used agent and applicant materials. With one click you can download the how-to manual of working with ExamOne or find the most used life insurance tools on Alex’s Agent Toolkit webpage.

“The toolkit took the guesswork out of how to work with ExamOne.” – Life insurance agent

Now you can easily find the life insurance tools and resources you need, such as:

  • Agent and applicant videos
  • Online ordering instructions (plus tips and tricks)
  • Educational materials for applicants
  • And some of the “extra” benefits we provide our clients like you, including loyalty points and leads and more!

Have more questions? Just ask Alex. Send Alex an email.

If you’d like a demo of the Agent Toolkit at your office or agency, contact your local ExamOne representative or send us an email at DGXLENExamOneMarketing@questdiagnostics.com and we’d be glad to help.                                                     

ExamOne and Alex are here to help empower you to be the best advocate for your life insurance clients with the resources and tools that you need. Meet Alex today to start working together more effectively.

3 ways to help “insure your love” in February

by Kem Snavely Frost on January 31, 2019

The 2018 Life Insurance Barometer study revealed 78% agree that preparing financially for life’s unknowns is a way to show your loved ones you care. This makes February and Valentine’s Day a perfect time to remind clients to protect loved ones through proper life insurance planning. See a few ways below on how to share this message with your clients and prospects.

Connect with your clients with emotional content

Life insurance is a very emotional decision. Life Happens is a non-profit organization dedicated to helping educate consumers about the importance of life insurance. Their “Insure Your Love” campaign combines the strong emotional sentiment of life insurance with the seasonal theme of love. You will find resources like videos, graphics, and social media content to address the timely and touching subject. Sharing this content with your clients this month, in addition to your regular communication efforts, can help you emotionally connect with them.

“Valentine’s Day is perfect to open up discussions about life insurance. Some people might think this seems like a strange gift, but if a family member is no longer here, and there are no money or assets coming in, then there is no greater gift than the gift of life insurance.” –  Marv Feldman, President and CEO, LifeHappens

Remind clients that it is a good time to review coverage

The National Association of Insurance Commissioners (NAIC) suggests that consumers regularly consider a life insurance policy review to determine if the coverage in their policy is still appropriate for their situations. The busy holidays are over, and “getting organized” is still a timely New Year’s resolution. So it’s a perfect time to connect with clients. A quick email or call to check in on their family, health, marital and housing status can help start a life insurance policy change conversation.

Have clients review their beneficiaries

Encourage your clients to send their life insurance beneficiary a Valentine’s Day card. Or at least have them review their beneficiaries and communicate this gift of love to them. Clients need to let their chosen beneficiaries know of the policy, how much it’s for and where they can find the details in the event of the client’s death. You can also use this time to also make sure all the beneficiary’s information is accurate and up-to-date. This includes date of birth, address, contact info, and social security number. The NAIC has some tips for naming beneficiaries you can also share with clients.

Consumers are expected to spend, on average, $128 on Valentine’s Day. They could add life insurance for as little as $13 a month. –  2017 LifeHappens Insure Your Love Study

A life insurance policy is often referred to as a gift of love, so during the Valentine season, it makes sense to encourage prospects and clients to show their love with the protection of life insurance. Insuring their future lasts much longer than chocolate or flowers.