— Creating a Precision-Driven Model through Hospital Scenarios, Professional Teams, and Digital Tools
Introduction: Evolving from 'Individual Dependence' to 'System Empowerment'
In traditional healthcare settings, insurance sales often rely on physician referrals or individual initiative. This leads to significant limitations: inconsistent outcomes, staff turnover risks, compliance uncertainty, and variable service quality.
Given the complexity and professionalism required in hospital environments, Yihuibao prioritizes building a sales support system that delivers stable output, compliance assurance, and high customer satisfaction.
We believe efficient insurance sales are not driven by people alone, but by systems. The sales support system is built upon three pillars: organizational structure, capability development, and supporting tools.
1. Organizational Structure: A Hospital-Centric Collaborative Sales Model
The foundation of a high-efficiency sales system is a shift from individual effort to structured collaboration. Yihuibao employs a 3-tiered collaboration model:
- Hospital Liaison Manager: On-site project managers coordinate hospital-wide communications and feedback;
- Department Sales Assistants: Embedded within clinical departments to support preoperative communication and enrollment;
- Back Office Support Team: Including sales planners, claims specialists, and data analysts to provide standardized materials, scripts, and escalation support.
We also apply a staffing model based on hospital size and cooperation depth to ensure optimal resource allocation and output.
2. Capability Development: Training Professionals Who Understand Process, Communicate Well, and Deliver Service
Hospital insurance sales are not about selling products—they’re about assisting doctors with preoperative risk communication. This demands that sales staff know the product, understand medical workflows, possess healthcare knowledge, and demonstrate strong interpersonal skills.
Yihuibao's three-tiered training program includes:
- Basic Onboarding Training: Covering product logic, cooperation process, timing, and enrollment operations;
- Scenario-Based Practical Training: Simulated role-play and dialogue to build comfort with doctors and patients;
- Advanced Topics: Complication knowledge, surgery characteristics, patient psychology, and claims management.
Additionally, we offer a dual system of response scripts and Q&A libraries to ensure front-line personnel are confident and professional in all situations.
3. Tool Integration: Enabling Efficiency and Control with Digital Systems
In fast-paced hospital settings, fragmented information and service complexity pose challenges. Yihuibao provides an all-in-one digital sales platform:
- Enrollment System: QR-based quick entry, patient identity recognition, product matching, e-signatures, and automated archiving;
- Task Dispatch & Reminder: Automated assignment of pre-op tasks and reminders to responsible personnel;
- Data Dashboard: Real-time insights into enrollment rate, conversion, agent performance, missing steps, and complaints;
- Service Tracking System: Logging every interaction, reminder, and follow-up to build a complete service record.
This system reduces operational barriers, improves service consistency, and gives managers measurable insights for performance optimization.
4. Incentive Mechanism: From 'Sales-Driven' to 'Value-Oriented'
Traditional sales incentives emphasize volume. In healthcare, this focus may neglect service quality and patient experience. Yihuibao’s model balances efficiency with value:
- Base Performance + Process Bonus: Measured by enrollment rate, feedback satisfaction, documentation completeness, and response timeliness;
- Team Collaboration Rewards: Department assistants and physician collaborators earn shared points based on coordination efficiency;
- Long-Term Retention Rewards: Building customer loyalty profiles and rewarding staff for maintaining quality client relationships.
This approach drives staff motivation and encourages full-cycle client care, reinforcing our long-term vision.
Conclusion: Sales Are Not Just Promotion, But a Bridge Between Protection and Healthcare
Insurance sales in hospitals are not commodity transactions—they represent trust, understanding, and assurance. At Yihuibao, our sales support system is designed to enhance efficiency while capturing value, combining standardization with compassion.
We will continue refining our team structure, capability models, and digital tools to empower every salesperson as a trusted health advisor, delivering peace of mind to patients, confidence to doctors, and efficiency to hospitals.