Knowledge

Buying private health insurance leads: match the information to your service

Which private health insurance enquiries can your team support? Assess employment status, current cover and discussion priorities before buying leads.

Good private health insurance advice can start with very different questions: one person wants to understand benefits, another their premium. Matching your service to those needs before buying leads helps you take on new contacts with a clear purpose. The initial information from webRichtung helps you assess that range and put your team’s expertise to work.

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Three details to consider together

The enquiry states employment situation, current insurance situation and discussion priority. Location and contact details in Germany are also included. Read those three details together: employment gives context, the current category describes the starting point, and the priority indicates what the person wants to discuss.

Employment choices include employed, self-employed, civil servant and another situation. The current situation can be statutory insurance, private insurance, studying or training, or unsure. This selection is not a complete insurance history. Income, medical history and specific policy documents are not supplied.

For your purchasing decision, the benefit is a clear understanding of how advice begins: you buy enquiries with a stated topic and initial details. Individual professional assessment remains part of your service.

Different discussion priorities need different services

Suppose a self-employed person has statutory insurance and wants an overview. Your team should be able to provide orientation without assuming a particular switch is already planned. A sales team that only wants to take over immediately prepared policy decisions needs to consider this broader advisory demand before purchasing.

A second example is someone already privately insured who wants to understand their premium. A service focused solely on joining private health insurance for the first time may not cover that need. Before purchasing, establish who in your team handles such situations and how far your service extends. A stated priority confirms no savings, acceptance or eligibility to switch.

Both examples show possible combinations, not preselected lead packages. Employment, current insurance and discussion priority are not ordering filters.

Your assessment before ordering

Use three questions to make the decision:

  1. Which needs do we support? Establish whether your service covers an overview, benefit comparisons, premium questions and exploring a wish to switch.
  2. Who handles each starting situation? Match these needs to your actual expertise, including existing private policyholders and people unsure how to describe their current situation.
  3. How much room do we have for clarification? When choosing a monthly limit, allow for initial details to become a specific advisory brief through personal discussion.

This turns a broad idea of your target audience into a practical purchasing decision. You identify the advisory work you want to build with new contacts.

Develop new insurance conversations in your area

Choose nationwide Germany or a German postcode with a radius of at least 50 km. Standard enquiries go to no more than three providers; webRichtung sends exclusive enquiries to one. The monthly limit caps regular deliveries per calendar month without guaranteeing a volume.

Register your brokerage and prepare your order in webRichtung Customer. Choose industry, area, delivery option and limit, and view current prices before making a binding commitment. Use the person’s stated discussion priority to start building new relationships for your advisory business.

Register and prepare your private health insurance lead order

Frequently asked questions

Are private health insurance leads only about switching?

No. Discussion priorities also include comparing benefits, understanding premiums and gaining an overview. Wanting to switch does not itself confirm eligibility to do so.

Does the lead include the existing policy?

It provides the person's selected category for their current insurance situation, not a policy document. You clarify policy details and other necessary information through your advisory process.

Can I select people with statutory insurance as a target group?

Current insurance is not an ordering filter. You choose industry, area, delivery option and monthly limit, then assess the person's circumstances yourself.

Begin with the questions your prospective clients bring.

Register your provider account here and prepare your lead order for private health insurance.

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