06/30/2008
Agent Toolkits are designed to help you and your business
A good toolkit contains everything you need in one, well-organized place. Electronic toolkits should fit this description and more! If you haven't seen or used them yet, we have Agent Toolkits available for our Self-Managed Plans, InnovaSM, EngageSM and ActivateSM. To access the kits, log on to Agent Center, click on New Products and see the listing for Agent Toolkit. These toolkits are designed to support you with the information and resources you need along each step of the sales cycle. There are currently five sections in each toolkit: Learn about Activate or Innova & Engage, Compare & Cross-Sell, Quoting & Client Meetings, Group Set-Up and Open Enrollment.
Recently we added some new tools into the kits, such as product education presentations (for you and your clients); product research and ideas for new leads; a Product Comparison Tool for Innova and Engage that now includes Activate; links to Regence products that are embedded or can be bundled for potential benefit savings; a Quoting Tool for groups 2 to 50; Most Common Benefit Summary Combinations for Innova and Engage; required forms; customizable client presentations; and more!
Regence is committed to supporting your business. We know it's not about having more tools—it's about having the right tools for the job. If you don't find what you need in these new Agent Toolkits or have ideas for how to make them a better resource, please contact us.
Watch for future monthly articles highlighting specific Agent Center tools.
If you have questions, please talk to your Regence Sales contact.
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