Who is Optavise?
Optavise is a revolutionary approach to employee benefits from a partner with decades of experience in the industry.
A healthier, happier workforce comes from employees who are satisfied with their workplace benefits. Optavise offers a unique combination of innovative technology, flexible voluntary insurance products and experts who educate and communicate to employees about their benefits.
What we do
We help people protect themselves and the ones they love by walking them personally through benefits and care options, in person, online, or over the phone, making it easy for them to make informed choices.
Our goal is to help people make good healthcare decisions. By simplifying administration and making benefits easier to understand, we help drive employee engagement, satisfaction, and save employers time and money.
How we make a real difference
Optavise provides people with personal interaction about their benefits and care options. Through our year-round suite of services, products, and innovative technology, we help employees make more informed choices that positively impact their health and well-being.
› Every hour we spend on a benefits issue saves employee three hours.
› There is an average 20% increase in HR productivity.
› The average employee saves $445 when shopping with Optavise
Who are our customers?
Our customers are your next-door neighbors, your co-workers, your favorite barista, your mail carrier, your neighborhood police officer and your child's teacher.
In other words, everyday Americans just like you who want peace of mind and financial security for the future.
Regardless of age, income level, or occupation, our customers have an important trait in common: They seek a comfortable standard of living today and financial security for the future. They also want to work with a trusted, supportive partner who can provide simple, straightforward solutions to help them prepare for the future.
How do we market?
We start by building personal, long-term relationships with our customers.
Our Optavise agents reach customers at their workplace.
› We enroll individuals via on-site visits, virtual meetings, and phone calls with one-on-one and group presentations to employees who meet with agents at convenient times during the weekday.
› We market to employers, such as businesses, schools, and government organizations, to help them provide the best supplemental coverage to their employees.
› Our teams service existing accounts so that our customers can adjust their policies to meet their changing needs.
› We market to employers, such as businesses, schools, and government organizations, to help them provide the best supplemental coverage to their employees.
› Our teams service existing accounts so that our customers can adjust their policies to meet their changing needs.
What do we market?
Sometimes life rears its ugly head in the form of an accident or critical illness.
Most families find they are financially unprepared for the costs associated with these occurrences-especially those costs that are not covered by major medical. This is where we come in-our customers can come to us in times of need, because our supplemental health and life insurance products can help fill the financial gaps.
Insurance policies we offer include:
› Cancer
› Heart/stroke
› Accidental injury
› Intensive care
› Critical illness
› Life
› Hospital indemnity
› Heart/stroke
› Accidental injury
› Intensive care
› Critical illness
› Life
› Hospital indemnity
Compensation
INCOME
There are many ways to earn with Optavise. From first-year commissions to bonuses to residuals, the financial rewards are unlimited.
BONUSES
In addition to your first-year earnings, you also have an opportunity to earn bonuses, through our outstanding programs specifically designed to reward you for your hard work.
RENEWALS
With a broad portfolio of supplemental health insurance products including critical illness insurance and life insurance, we're able to earn "customers for life"...which means future opportunities to offer additional products to those customers, as well as build your business through referrals.
Renewal income: build and secure your financial future
› Do a job well one time, and you can get paid over and over.
› Work the same amount next year, but increase your annual income.
› After 2 years, you will be vested at 50%
› After 5 years, you will be vested at 100%
› Work the same amount next year, but increase your annual income.
› After 2 years, you will be vested at 50%
› After 5 years, you will be vested at 100%
Training
We are committed to providing in-depth training that will help you hit the ground running.
Our training includes:
› Online product training and education
› Sales Playbooks with step-by-step .training and scripts to follow so there's no guesswork.
› Mentors who will guide you and who care about your success as much as you do.
› Personal support from a team of National Training Managers.
› Access to a proven go-to-market strategy, based on decades of customer purchasing history.
› Career advancement workshops to help you build your own team.
› All the tools and resources you need to understand the industry and connect with customers.
› Sales Playbooks with step-by-step .training and scripts to follow so there's no guesswork.
› Mentors who will guide you and who care about your success as much as you do.
› Personal support from a team of National Training Managers.
› Access to a proven go-to-market strategy, based on decades of customer purchasing history.
› Career advancement workshops to help you build your own team.
› All the tools and resources you need to understand the industry and connect with customers.
Equipped with a strong knowledge of sales techniques and our products, you'll have the confidence to achieve your goals!
Technology
To help you success in a competitive marketplace, we offer many advanced technology solutions, including:
› wnbizlink.com - your success starts with wnbizlink.com, your virtual home office. This site is your dedicated resource for product information, sales materials, forms, corporate and legislative news, and status of pending business. Plus, wnbizlink.com is the place you can view your commission statement.
› Enrollment platforms - Whether via laptop or mobile, with online and offline capabilities, our platform sets you up for success with multiple ways to access in the home or at the worksite.
› Customer relationship management (CRM) tool - our custom CRM tool provides access to existing business and active customers for servicing and new business needs. This allows for uploading of key account information, like enrollment locations and contact information, to aid in servicing of accounts.
› Tools to help you reach your customers - Access to Optavise Now, our hybrid enrollment scheduling platform, proven to drive higher participation and purchasing.
› Enrollment platforms - Whether via laptop or mobile, with online and offline capabilities, our platform sets you up for success with multiple ways to access in the home or at the worksite.
› Customer relationship management (CRM) tool - our custom CRM tool provides access to existing business and active customers for servicing and new business needs. This allows for uploading of key account information, like enrollment locations and contact information, to aid in servicing of accounts.
› Tools to help you reach your customers - Access to Optavise Now, our hybrid enrollment scheduling platform, proven to drive higher participation and purchasing.
Rewards
Your performance not only matters, it counts-toward exotic cruises, exclusive resort vacations, impressive cash commission bonuses, and prestigious awards. Yes, we expect you to work hard...but get ready to play hard, too. From the camaraderie at motivational meetings to enjoying the fruits of your labor during a Sales Celebration, excitement and recognition abound.
The rewards go beyond money - and begin immediately
› The Successful New Agent program provides awards exclusively for new agents
Extraordinary monthly and annual production field commission bonuses help push you to hit your goals.
› Our New Agent incentive program offer $500 each week for up to three weeks to give you a leg up right off the bat.
Extraordinary monthly and annual production field commission bonuses help push you to hit your goals.
› Our New Agent incentive program offer $500 each week for up to three weeks to give you a leg up right off the bat.
The fun, energy and excitement continue throughout your career
› Your sales standings are posted weekly online.
› Special sales contests are available throughout the year.
› Lifetime production awards mean a career that counts-towards incentives, awards, bonuses and even Rolex® watches.
› Special sales contests are available throughout the year.
› Lifetime production awards mean a career that counts-towards incentives, awards, bonuses and even Rolex® watches.
