Assign Specific Roles
Assign Specific Roles
Part of getting your team onboard is making sure they understand what is expected of them. To do this, you can assign specific tasks to people who serve different roles at your practice. For instance, in the case of pet insurance, you can have staff members talk to clients during their visit:
- Receptionist: Ask clients if they have a pet insurance plan when they check in and offer a brochure with their invoice when they check out.
- Technicians and Assistants: Talk to pet owners about health issues that can be more prevalent for their pet’s breed (such as ear infections in floppy eared dogs), and mention that pet insurance can help cover treatment costs.
- Veterinary Doctor: Share an experience about how pet insurance helped another client afford needed care in a similar situation.
In addition to assigning roles, it’s useful to provide talking points to make it easier for team members to have these conversations and more likely that they’ll take the initiative to start them. You can download example conversation starters as well as a sample task list for recommending pet insurance. Both of these documents can be repurposed for other plans, such as introducing third party financing or an in-house wellness program.