Individual Vision Plans from VSP® Vision Care

Onboarding Checklist

Congratulations! Now that you’re registered to sell Individual Vision Plans from VSP, we’ve prepared this onboarding checklist to help you succeed. It’s easy to sell Individual Plans from VSP, and the average sale takes about seven minutes.Let’s get started!

WEEK ONE

Visitour websiteand download the tools to help you be successful and communicate with clients.This site is your destination for marketing tools, training, and the plan information you need to increase your revenue.

If you haven’t done so, take the new broker training – a comprehensive overview that takes about 20 minutes.

Download a VSP Logo and/or Banner Ad to post to your website. (Be sure to download the Logo Usage Guidelinestoo.)

If you’re on Social Media, download one of the tile ads to post to your site. Verbiage for social media posts is also available for download and your use.

WEEK TWO

Gather up your list of customers and prospects and let them know you’re now offering Individual Vision Plans from VSP. Download the Email Template Sales Tooland add your contact information including your website and/or marketing link. Distribute the email to your clients and prospects. Keep your contact list up to date so that you can do monthly outreach to those who still need individual vision insurance.

REGULARLY

Check your email. Watch for any updates from the VSP Individual Vision Plan team. We have your best interest in mind and will send you updates, talking points, and other tips on how to sell Individual Vision Plans from VSP to your contacts.

MONTHLY TO QUARTERLY

At the start of each month or quarter, check the website for updated materials.

Continue monthly outreach to your customers/prospects who are in need of an Individual Vision Plan from VSP.

We appreciate your partnership with VSP. Remember, we’re here to help with your success.When selling to your clients, you can feel confident offering Individual Vision Plans from VSP. It’ll help to round out their health care benefits and to help build customer loyalty.