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Under 65

Maximizing Your ACA Sales: Strategies and Tips

By October 30, 2023January 25th, 2024No Comments
aca sales strategies

Developing a plan is an important step in an insurance agent’s sales process! If you’re eager to boost your sales of Affordable Care Act (ACA) products for clients under the age of 65, consider employing these ACA sales strategies and tips. We’ve compiled some valuable advice to assist you in achieving your sales objectives.

Comprehend Your Client’s Unique Needs

When engaging with clients to identify the most suitable ACA coverage, it’s imperative to gain a holistic understanding of their present requirements. Delve into their current health status, average yearly healthcare provider visits, prescription medications, budget constraints, preferred hospital networks, and find answers to any questions they may have.  A comprehensive understanding of your client’s health insurance priorities empowers both you and your clients to make well-informed decisions regarding the most fitting plan. It’s vital to consider all aspects of a plan to ensure it aligns with your client’s needs!

Be a Fount of Knowledge

The insurance industry is an ever-evolving landscape, necessitating a vigilant eye on new plans, emerging carriers within your locale, and evolving compliance and regulatory alterations. As industry dynamics shift, it’s pivotal for your clients to have faith in your expertise and comfortably approach you with questions regarding their insurance coverage. We advocate becoming a “subject matter expert” in the insurance domains you intend to serve.

Numerous educational resources are at your disposal for bolstering your understanding of marketplace insurance. For guidance on intricate situations or general inquiries, we suggest checking out our quoting tool for in-depth plan options for your clients and to get your questions answered by our U65 health insurance specialists!

When your clients perceive you as a well-informed agent, they’re more likely to entrust you with their inquiries and recommend your services to their family, friends, colleagues, and acquaintances. Your clients should always feel that you’re their advocate in matters as pivotal as their health insurance.

Cultivate Meaningful Relationships

As an agent marketing ACA plans, your target demographic is individuals below the age of 65, who are inherently inclined to be internet-savvy. Research indicates that a staggering 99 percent of young adults aged 18 to 29 frequently access the internet. Thus, we advocate keeping your lead-generation techniques current and developing a robust social media strategy. Social networking platforms like Facebook, Twitter, and LinkedIn provide seamless avenues for connecting with potential clients, even outside traditional business hours.

Given the surge in remote work during the pandemic, people have become increasingly familiar with virtual meeting software, such as Zoom and Microsoft Teams. Leveraging these platforms can facilitate virtual client interactions and ease the process of periodic check-ins, particularly in the lead-up to the Open Enrollment Period (OEP).

Sustaining client retention is among the most critical aspects of your business. At a minimum, we recommend responding to emails within two days, returning calls within 24 hours, and punctuality for business appointments.

Streamline Choices

The health insurance sphere is replete with options, but pinpointing the ideal plan for your client can prove overwhelming. That’s why we underscore the importance of a thorough understanding of your client’s requirements, as it equips you to weed out plans that may not be in their best interest.

While choices and the ability to customize a plan are empowering, an excess of options can result in decision fatigue. Moreover, you save valuable time by presenting your clients with a more manageable selection of plans. While navigators cannot explicitly recommend one plan over another, you can certainly present your clients with a shorter list of options.

Understanding the Impact

Periodically allocate time for a comprehensive analysis of your recent work spanning several months. Were there specific channels that proved more effective than others? Did certain campaigns yield an abundance of leads for your business? Grasping the impact of your efforts is paramount and serves as a fundamental step in refining your ACA sales strategies year after year.

In your journey to boost Affordable Care Act (ACA) sales, these ACA sales strategies and tips should serve as your compass. Understand your client’s unique needs, become a trusted source of knowledge, streamline the array of choices, and foster meaningful client relationships. Lastly, comprehending the impact of your efforts ensures that you continue to refine and improve your sales strategy, ultimately paving the way for lasting success in the dynamic world of ACA insurance sales. Happy selling!


Carolina Senior Marketing is happy to offer our help along with way to help you have a successful! AEP As a dedicated, proven FMO for the Eastern United States, we ensure our agents are successful in their Medicare and insurance marketing strategy. Call us at (919) 460-6073 to find out more.