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3 Tips to Prospect With an Advocacy Service

Mar 23, 2021

What’s your strategy for discovery meetings with your prospects? It probably starts by looking for gaps, right?

Advocacy is a game-changing service that can turn prospects into clients – and truly help them. It's also an area you can target with confidence that you’ll find a gap, as long as you don't approach it by asking, “Do you need Advocacy?”

Today I'm sharing three tips to drive your conversations...

1. ASK these discovery questions

Though many employers won’t be able to answer them, a few rapid-fire questions to uncover needs will open the opportunity to suggest a high-touch Advocacy service. 

  • During open enrollment, how many calls does your HR team answer?
  • Do your employees understand the value of their benefits?
  • How often do you get a stack of EOBs dropped on your desk?
  • Can you tell me about your current advocacy service for employee support? 
  • What percent of employees use the advocacy service?
  • How much was saved by the price transparency program?
  • How much was saved by guidance to best-quality providers?
  • How much was saved by reviewing medical bills for errors?

2. SHOW employers that employees need healthcare help they can trust

Leverage stats from this Advocacy infographic – like how a whopping 93% of employees don’t believe their insurance company will give them unbiased guidance. 

A personal Advocate – separate from the health plan – builds employee confidence.  

Get your copy of the infographic below...

Advocacy Infographic

3. SAVE employees from making blind healthcare decisions

A highly trained Advocate backed by robust data gives employees what they need to make better healthcare decisions. Those decisions have a big impact on cost and quality of care down the road.  

A picture is worth 1,000 words. Show this side-by-side comparison of real MRI pricing provided by a high-touch Advocate – all based on the member’s specific needs and benefits package (and, YES, this is exactly how the info is delivered to the employee).

Advocacy price comparison


Check out this article to discover how Advocacy can be a powerful strategy for open enrollment success.

"Power questions” are powerful - and they can turn prospects into clients. Now it's your turn! How do you use questions to drive productive conversations? Comment below or email me at


Reid has a passion for helping brokers & employers strategize fresh approaches to benefit plans that contain costs and increase access to care - helping employers & employees control their healthcare dime, time, and peace of mind. He writes & speaks around the country and is the Co-Founder & CEO of freshbenies.

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Tanya Boyd
Tanya Boyd
President of Tanya Boyd & Associates

I didn’t want to go to urgent care or the ER. Using Doctors Online in my freshbenies membership, I went online to ask a doctor. The doctor responded and said to check my blood pressure. He followed up with the next day to make sure my numbers were OK. By then, the feeling was starting to go away. He told me if it persists to contact my doctor. It was great that I didn’t have to go somewhere and wait forever, and it was free.” - Kelli from Texas

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Marta from NC
Marta from NC

I’ve had a great experience using this app!

It’s very convenient with everyday life.


I use it all the time and highly recommend freshbenies to everyone!