How Does Mikogo Enhance Insurance Agents’ Selling Experience? Interview with United American Insurance Company

Selling Insurance

We recently had the plea­sure of spea­king with one of our valued clients in the United States, United American Insurance Company. United American Insurance enjoys a long-stan­ding repu­ta­tion as a leading provider of life, supple­mental health, and acci­dent insurance coverage for indi­vi­duals, fami­lies, and seniors throughout the United States and Canada.

Over the course of our conver­sa­tion, we learned of Mikogo’s strong value in their agent trai­nings. Dave Oliver, Director of E‑Applications for United American Insurance, also empha­sized the many ways United American Insurance’s agents apply Mikogo in their day-to-day opera­tions, inclu­ding client sales presen­ta­tions, remote agent trai­ning, and recruit­ment activities.

The Sales Process and Client Privacy Concerns

When we asked how Mikogo has impacted their agents’ sales expe­ri­ence, Dave accen­tuated how it had improved their sales process. Many insurance agents had relied upon face-to-face appoint­ments for reaching out to clien­tele and closing sales, but Mikogo gave them a new sales approach that’s more mindful of a client’s time and privacy concerns.

“An online sales meeting with a client is what we call a non-inva­sive appoint­ment. We don’t invade their privacy. The customer doesn’t have to clean up the house. They don’t have to put on a pot of coffee… It’s very conve­nient for the client.”

Dave was also impressed by how Mikogo could appeal to people’s sense of secu­rity. For people who don’t want stran­gers in their home, Mikogo’s screen-sharing feature enables an agent to show­case the merits of various insurance products without going to a client’s home.

“A Mikogo meeting is a very safe, conve­nient appoint­ment for your client,” explained Dave. In other words, it can help an agent in soli­di­fying a busi­ness rela­ti­onship and buil­ding client trust.

Dave Oliver

“With Mikogo, agents can get out there and do busi­ness in any state they’re appointed in. It really incre­ases their level of produc­tion and gives them oppor­tu­nities they normally would not have.”


More Professional Presentation than Over-the-Phone Pitches

When weig­hing Mikogo as an alter­na­tive to face-to-face meetings or tele­phonic contact, Dave mentioned Mikogo’s screen-sharing feature as a step-up from what a phone conver­sa­tion offers. “When you’re using screen sharing, it gives it that next level of profes­sio­na­lism and it saves so much time.”
Dave empha­sized that Mikogo’s screen sharing feature empowers an insurance agent to use what works for them face-to-face, but in the context of an online presen­ta­tion. “I call it ‘the next best thing to being there.’”

Effects on Customer Base and Cost Reduction

When asked about how Mikogo has affected United American Insurance’s customer base reach and costs, Dave stressed how Mikogo’s screen sharing saves heavily on time and enhances produc­ti­vity. “Our agents can now do busi­ness with clients in any state without trave­ling. When I was an agent, it would be nothing for me to drive an hour, 2 hours, 3 hours, or even some­times more to do a single case, turn around, and come back.”

“The gas money and the wear-and-tear of the vehicle is one thing. But the more important thing was the time aspect – that non-produc­tive driving time, when I could have spent more time prospec­ting or could have spent doing more busi­ness. That’s what really cost me the money – that’s the intan­gible which is hard to see but is there. That’s what Mikogo does – it makes you more effi­cient, more profes­sional, and makes you able to use your time more wisely. It’s really incre­a­sing agents’ production.”

The Takeaway

United American Insurance found Mikogo was not only an inva­lu­able resource for making sales presen­ta­tions, but also for quick and easy trai­ning of their agents. The case study on how the company found Mikogo to be an effec­tive trai­ning solu­tion show­cases the diver­sity with which Mikogo can be applied.

At Mikogo, we focus on not only deli­vering a product with great commu­ni­ca­tion tools and features, but that also has excep­tional ease-of-use. We have care­fully desi­gned Mikogo so any user can take advan­tage of it, even if they aren’t the most computer-friendly person around. 

United American Insurance

About United American Insurance Company

United American Insurance Company is a leading provider of Medi­care Supple­ment insurance for seniors in North America. On the whole, the company offers life, supple­mental health, and acci­dent insurance coverage to indi­vi­duals, fami­lies, and seniors. For client needs, United American Insurance works with thousands of insurance agents in all 50 states and Canada. For 35+ years, it has main­tained strong finan­cial stabi­lity, earning top ratings from leading credit agencies.

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