Vlog – Page 13 – Heads Up Adviser

Proactive Reference-Based Pricing / Robyn Jacobson

Proactive Reference-Based Pricing

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Robyn Jacobson was one of the speakers on the Self-Funding Mastery 2020, talking about insights of self-funded plans and how to avoid getting fired or sued when designing them.

So in this week's episode, we've decided to uncover the insights of designing and managing the most tricky... Reference-Based Pricing Plans!

Dig into the latest episode of the Heads Up Adviser Show [PROACTIVE REFERENCE-BASED PRICING], where John Sbrocco interviews Robyn Jacobson on all the pitfalls the broker has to pass on the way to a perfect RBP Plan.

This is not just an episode... It's training with real-life examples and specific advice that will allow you to be reasonable in negotiation with carriers, hospitals and clients.

Here's what you will learn:

The Reference-Based Pricing (RBP) in simple terms
What is pricing discrimination in RBP Plans, and how it affects both employers and hospitals
The fair reimbursement strategy for the RBP Plan
Safe harbors and dealing with the balance bills.

Don't forget to download your EMAIL MARKETING FRAMEWORK for free.

To a better you!

John Sbrocco and Craig Lack

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Sales vs Marketing

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ACHIEVE HEALTH PLAN

"Sales IS Marketing!" - No, it's not.
"I can grow my book of business just by focusing on sales / focusing on marketing!" - No, you can't.

Many brokers confuse these two statements when they reach out to their prospects. They think marketing expenses are too costly for them, and those who finally decide to use it in their business model, expect immediate and spectacular results.

And the truth is out there...

Dig into the latest episode of the Heads Up Adviser Show [SALES vs MARKETING FOR INSURANCE BROKERS], where John Sbrocco and Craig Lack break it down for you to simple statements and numbers.

Find out how to combine Sales and Marketing to get a maximum outcome, what are the activities you can start doing RIGHT NOW aat a low cost, that will bring you both short-term and long-term results.

You may think marketing activities are too costly for you brokerage company and you cannot afford it. Well, think about the cost of LOSING your existing and future clients, just because your competitor gave it a shot and has done a better job in it.

In this episode, you'll learn:

The difference between Sales and Marketing, and how to leverage both with minimal budgets
How to define your marketing goals
Marketin 1-2-3 for brokers
The content that SELLS
Talking conversion: how to convert your prospects into clients.

Don't forget to download your EMAIL MARKETING FRAMEWORK for free.

To a better you!

John Sbrocco and Craig Lack

Additional Resources

Recent Posts

Email Marketing For Brokers

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ACHIEVE HEALTH PLAN

If someone offered you to invest $1 and get $44.25 in return, you would probably consider it unrealistic, if not scammy...

But according to the recent data, that's how much ROI is generated by Email Marketing Campaigns, which are proudly ranked first among marketing channels.

It turns out, if you're not leveraging email marketing in your insurance business, you're missing out on an incredible opportunity of attracting, warming up, and converting your prospects into clients... almost automatically!

Claim your FREE EMAIL MARKETING FRAMEWORK for Brokers HERE.

In this episode, you'll learn:

How brokers can leverage email marketing
The structure of a winning email campaign
What information do you need to prepare, to get an effective result?

Don't forget to download your EMAIL MARKETING FRAMEWORK for free.

To a better you!

John Sbrocco and Craig Lack

Additional Resources

Recent Posts

IN THE TRENCHES with Kevin O’Kane: The Numbers Behind A Winning Self-Insured Plan

IN THE TRENCHES with Kevin O'Kane: The Numbers Behind A Winning Self-Insured Plan

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ACHIEVE HEALTH PLAN

is it possible to keep your client from a rate increase for 20+ years?

(spoiler alert): YES.

Kevin O'Kane, the creator of SIHRA, who has over 45 years of experience in insurance, is confident that behind every great plan, there is a specific formula that can be taught, shared, duplicated and applied. At the same time, behind every plan that failed, there is ignorance of one or several elements of that formula.

While one part of brokers tries to stay in "safe haven" with Fully-Insured Plans, others follow simple but effective rules, that help them better protect their clients, and double their income at the same time.

In this episode of the "Heads Up Adviser" Show "IN THE TRENCHES with Kevin O'Kane: The Numbers Behind A Winning Self-Funded Plan" you'll learn the history and future of the Self-Funded Plans, and what is the simple formula of success on this market.

The episode is filled with insights on the Self-Funding Industry, as well as honest conversations and valuable opinions. In addition, you'll walk with us into Kevin's exclusive wine cellar and find out why sending gifts occasionally to your clients can grow your book of business.

Here's what we cover:

The actual stats behind every self-insured plan (and how you can use it to protect your clients)
Waiver Premium for Medical - how to play that trump card during your presentation
Is it possible to keep your clients from the rate increase for 20+ years?
Why the brokers still want to sell Fully-Insured Plans, and how you get a competitive advantage
Self-Insured vs Fully-Insured Plans

To a better you!

John Sbrocco and Craig Lack

Additional Resources

Recent Posts

Sales Self Doubt

How To Deal With Sales Self Doubt

It's a natural thing in every salesman's life to ask themselves: "What am I doing in the sales world?" or "Am I ever going to sell again?". When you see that your calendar's not as full as it's supposed to be, or another deal drops off, you start thinking you're just not good enough.

This emotional roller coaster is a commonplace state among both new and experienced salesmen. When it comes to self-doubt, knowledge or past achievements don't matter. Even sales gurus whom you admire and learn from, admit that they feel insecure when things don't go the way they planned. However, successful salesmen know how to identify this state, control it, and use it for their advantage.

In this episode of Heads Up Adviser, the host John Sbrocco and Senior Sales Executive Zachary Jones reveal their secret sauce for everyday motivation and strategies their mentors taught them along the way.

You'll learn how to abstract yourself from the unfortunate outcomes of your sales process, break down big goals into small steps, and why doing things that drive fear is right for you.

Here's what we cover: