Health Insurance Consulting
Marketing Mix

The template breaks down Product, Price, Place, and Promotion for a health insurance consultancy, enabling full-spectrum strategy that matches services to client needs and market channels.

Product: advisory packages and services

Price: hourly, retainer, review fees

Place: digital, events, partner channels

Promotion: content, referrals, workshops

The included Excel workbook lets you edit every field-service lines, hourly rates, client segments, and channel KPIs-for instant scenario testing without formulas hidden behind macros.

All fields fully editable and visible

Scenario tabs for pricing comparisons

Update service hours and rates fast

Export CSV for reporting

Pre-written content targets health insurance consulting use cases: client intake, plan comparison messaging, retainer offers, and workshop outlines-so you start with industry-specific language.

Pre-filled client intake scripts

Plan comparison messaging examples

Retainer proposal templates included

Workshop and webinar outlines ready

Get the Word and Excel files immediately after purchase-no subscriptions, no waiting-so you can edit, present, or share the plan the same day.

Immediate file delivery via download

No subscription required to edit

Open in Word and Excel instantly

Save local or in cloud

Templates use clean headings, tables, and charts designed for client meetings and slide exports so stakeholders see clear recommendations without extra design work.

Clean tables for plan comparisons

Presentation-ready charts and visuals

Consistent fonts and spacing applied

Slide export layout included

Sections guide you to define service tiers, core consultancy features, differentiators, and delivery processes so offerings map directly to client pain points and willingness to pay.

Define service tiers and scopes

List core features and benefits

Document advisor roles and tools

Map client problems to solutions

Built-in pricing pages model hourly fees, monthly retainers, and flat annual reviews; they show revenue per client hour and simple profit checks using your cost base and utilization rates.

Hourly, retainer, flat-fee scenarios

Billable hours vs. capacity calculator

Basic margin and breakeven checks

Client lifetime value starter model

Pre-filled sections, drop-down options, and example copy speed up completion so advisors with limited marketing time can produce a polished plan in hours, not days.

Pre-written copy for quick edits

Drop-downs for common options

Fill-in-the-blank strategy prompts

Ready example entries to adapt

Content and visuals are structured for investors and partners, highlighting market need, revenue model, go-to-market channels, and KPIs in a concise, persuasive format.

One-page executive summary included

KPIs and revenue slide templates

Channel and partner overview slide

Professional language for investors