KelseyCare Blog

How brokers can use technology to drive success

Posted by Christine L. Tricoli

It's happening everywhere. From your professional experience as a broker to your personal life as a consumer, you have seen technology become central to the way businesses and services connect with their clients. Nowhere has technology's new role in the world of insurance been more evident than during the first series of open-enrollments for the Affordable Care Act.

Let us s​how you how you can save 15-30% on your company's total medical  costs. 
As consumers took to the web to shop for health plans directly, some brokers worried about the future of their industry. As it turned out, the shift to a more connected healthcare environment, both in states using and those with their own exchanges, empowered, rather than disenfranchised, brokers.

According to, Colorado used its healthcare exchange to offer customers looking for immediate assistance the chance to be connected directly to a broker. In Connecticut and Maryland, consumers who call the exchange with questions may be routed directly to brokers who can shorten wait times and offer expert advice on plan selection.

Since then, brokers have found even more ways to use technology to enhance their rapport with clients outside of the exchanges.

The untapped potential of Snapchat
One of the most creative, and youthful, strategies we have seen so far is to use social media app Snapchat to connect with shoppers. Snapchat allows its members to upload 10-second videos to their "Story," which will be visible to anyone in their friends list for 24 hours. Louis Lee, a veteran property and casualty agent, suggests brokers of all types can use these mini-broadcast moments to share testimonials from happy customers.

"What's nice about the Snapchat video is that it comes across authentically," writes Lee in an article in "Your clients' testimonials won't sound scripted or rehearsed, which will gain more credibility."

Lee also points out that brokers can use their Snapchat accounts in other creative ways, such as answering client questions directly, promoting blog posts or other online content, and showcasing potential savings.

Posted by Christine L. Tricoli

Christine Tricoli is manager of Business Development for Kelsey-Seybold Clinic. She joined Kelsey-Seybold in 2004. She is responsible for developing new business relationships with key business leaders, plan sponsors and the brokerage community. Prior to joining Kelsey-Seybold, Christine was a senior sales account executive for a major health insurance company in the Houston market. She brings more than 30 years of experience in managed healthcare in Houston. Christine holds a Bachelor’s in Business Administration and a Group 1 Insurance License. She is fluent in Spanish.

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Topics: technology

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