Our User
Meet Diane
Diane is a typical Medicare agent. She struggles to meet the demands of her clients, and seasonal peaks during the Annual Enrollment Period create workloads that make it hard to keep up with. Both her professional and personal life suffer. For months at a time, she can’t keep up with reviewing current clients and onboarding new ones. This limits her business growth, and encroaches on her personal time. Diane also doesn’t have the tools to manage her business, and understanding her key metrics and analytics is elusive.
Personality
- Tech Savvy
- Analytics Centric
- Open to Innovation
- Organization
Pain Points
- Getting bogged down by manual processes in plan evaluation.
- Not getting enough lead generation built for a pipeline.
- Inefficiencies on closing Medicare sales.
- Not hitting performance metric goals to grow business.