Gather your contact’s health information with this time-saving tool.
How it works
Easily send a survey to any of your contacts individually or via a bulk send. This survey will cover the full scope of information you need to quote your contacts and prepare for your sales meetings – no pen or paper needed. The survey can also be customized to fit the specific needs of the contact. The questions presented will depend on if you are sending it to a Client or a Prospect. Once they’ve completed their Needs Assessment, your contact will now have the ability to sign a Scope of Appointment automatically as well.
Active Clients will be prompted to fill out additional details in conjunction with what’s already in their profile. Once updated, that will reflect via an Updates to Review banner for you to confirm.
Prospects will be be asked to provide info on their health insurance type, out of pocket costs, and retirement plans to give you insights into their specific needs depending on their unique coverage needs.
💡Click the arrows below for a walkthrough of the survey to both “Active Clients” and “Prospects”. Agents can also send themselves a Needs Assessment to test the experience.
Needs Assessment for Active Clients
Needs Assessment for Active Clients
Personal details and Medicare information via the Needs Assessment is always captured, but agents can tailor specific sections for their clients upon sending the Needs Assessment.
You can also view more information by clicking the button below:
Needs Assessment for Prospects
Needs Assessment for Prospects
The process of sending prospects the Needs Assessment is similar, however, there are different customizable options available as the intake form has different questions provided; this would include Health insurance and Veterans Benefits.
You can also view more information by clicking the button below:
Bulk Send Needs Assessments
Bulk Send Needs Assessments
With Bulk Needs Assessments, you can bulk send Needs Assessments to a group of contacts in just a few clicks! You can use the pre-existing reports that are located in the Contacts tab, or generate a filtered list through our Edit Report flow. You can generate a report for T65 clients or even prospects. Once your report is generated, you can go through the Needs Assessment process, and the contacts will receive it as expected via email.
💡 Please note: To send bulk Needs Assessments, the contact must have an email address added to their profile.
Creating and Sending a Needs Assessment Link for SMS / Chat
Creating and Sending a Needs Assessment Link for SMS / Chat
Along with sending Needs Assessment automatically via email, agents can generate unique links to send via text or email. Read through our Spark on Mobile guide here.
💡The Scope of Appointment is included at the end of the Needs Assessment survey for your contacts to fill out automatically. Read through our guide to using the Scope of Appointment feature here.