Hello Compass Agents!

My name is Anne Leavitt, and I am the Manager of the Compass Health Telemarketing Room.  I have been working with the Compass Team to build our TM Team and lead capabilities.  As we move into 2022, we expect to staff the room to upwards of 20 TM’s allowing us to produce 100+ leads per day!

Our own TM Room offers a great resource for quality leads available exclusively to our agents on a cost shared basis.  I encourage you to take advantage of this opportunity. 

At present, we train new members of our TM area by giving them a packet of procedures, scripts, carrier qualifications, and rebuttals.  The TM Room has proven to be a great breeding ground for developing new agents.  At Compass, our TM’s ARE NOT JUST A TELEMARKETER & The position of TM in our company is an important role.

The majority of employees in our area want to become agents.  The TM Room offers a great venue to obtain a hands-on introduction to the day to day aspects of being an agent.

I encourage the members of our department to remember they are providing a SERVICE – an opportunity to obtain health insurance which could help in a life or death situation and get one the care they need. Expect objections and remember, an objection is better than a dial tone! It is a challenge – use rebuttals.   Agents rely on our leads. We try our best to build a quick rapport, gather information and make a live transfer or schedule a call back. Often those on the phones are hung up on, yelled at, but they are encouraged to roll with it and keep dialing the next call just might be a lead, besides, it builds thicker skin!

 Sometimes our area can seem like chaos as everyone is talking at the same time, music is often playing to keep folks motivated, but it really is organized chaos! We love to hear from agents that either come into our department, call me or email to share the news of a great sale. Sometimes we also hear a lead didn’t work out and we will check the recorded to call to make sure the call had gathered all information and was a good lead as it left our area (Note that TM&s are now attaching their recorded call to the NOTES on HUB so agents can hear the call themselves). Open communication works best and I encourage agents to reach out to me with good news or constructive criticism of a lead. HAPPY SELLING!

Feel free to reach out to me if you have any interest in participating in our exclusive Lead Program. These leads are available to our agents on an exclusive basis for just $20 (versus our cost of $50).  I know many of our top agents use these leads each and every week with great results.  Like we say “there is no such thing as a bad lead”.  You just need to know ‘how to’ approach the lead properly and keep vigilant! 

Feel free to contact me at aleavitt@compasshealthinsurance.com or give me a call at 772-546-2299 EXT 106 if you are interested in learning more about our Tele Lead program. 

Anne Leavitt, Telemarketing Manager

More Blog Posts

How to effectively cross-sell to your customers!

When I think of cross-selling, it makes me think about car shopping. Everyone goes and buys a car. Of course, there are many car options; the same applies to Health and Life Insurance. Think of Health Insurance like car selling. The client buys the car and needs gap...

The Big 3 of Life Insurance Marketing

The key to successful marketing is getting in front of consumers who want and or need your products. Determining who these people are is the difference between a successful marketing campaign or a failure. So, if you want to have the best chance to sell Life Insurance...

Meet our New Senior Vice President

Most recently VP Purchasing for TBC Corporation, a recognized leader in the replacement tire and automotive service industry.  Managed a team within the Purchasing Group, that sourced ~20M passenger and light truck tires of the...

Cremation is the wave of the future!

Let's be honest: NO ONE wants to discuss this—Cremation! I get it; it's nothing anyone wants to admit, but truth be told, we all will go sometime.  There are many challenges when talking about Cremation, but that shouldn't stop you as an agent from informing people...

Compass Health Headquarters gets a New Street Sign

In the distance, a giant, tall, white metal pole with a blue-lighted box sign can be seen. What sign is it? The Compass Health NEW sign, of course. What a better way of advertising to drivers passing by the office—now they can't miss us! It's been in the works for...

Bruce and Donna turn up at the Heat!

On March 2, Bruce and Donna attended the Florida Blue Suite with Florida Blue Miquel Cruz, Medicare, and David Wagner, South Florida Market President, for the Miami Heat Game. Utah vs. Miami. What a spectacular event. The score...

Just Ask in 2024

Ancillary Products are the key to protecting your clients from physical and financial disasters. These products pay excellent commissions to the writing agent. So why do agents sell so few of these products? Florida Blue Dental  Usable Accident, Critical Illness and...

MA-OEP is ending. Now what?

MA-OEP is coming to an end on 3/30. Let’s all work together to end it with a bang !! *On a side note the Hurricane SEP has been extended once again until 6/30/2024  One thing that you can start doing is setting up Medicare 101. By doing this, you will...

Introducing Our Brand New Compass App

We are excited to announce our NEW Launch of our redesigned Compass Agent App.  Here, you will find a multitude of things you can access:   You can sign in from the app for quick, easy access to upcoming webinars Book your appointments with your clients and new...

Call For a Free Quote