Case Study: a leading health insurance broker and benefits administrator doubles Medicare sales with Everise

a leading health insurance broker and benefits administrator doubles Medicare sales with Everise, exceeding AEP targets by 10%

The customer, a leading health insurance broker and benefits administrator, faced the challenge of consistently missing its aggressive Medicare sales targets during the Annual Enrollment Period (AEP) despite hiring licensed agents. Vendor Everise analyzed the issue and found that conversions were low because the sales coaches lacked specific, successful AEP sales experience.

Everise implemented a strategic talent development solution called the Leadership Accelerator Program. This initiative identified top-performing sales agents and trained them to become effective coaches and team leaders. The results were significant: over two years, plans sold per agent doubled, sales targets were exceeded by 10%, and customer satisfaction scores improved, all while developing a 100% homegrown leadership team.