Marketing Automation Advantages for Insurance Agents

In this era of digital ubiquity, businesses expect personalized relationships with insurance agents. Both prospects and customers require brokers to deliver a more meaningful benefits experience. Yet, many agencies are lacking in the adoption of holistic digital marketing strategies. As an insurance agency grows, the number of marketing tasks also grows. Moreover, how can you allocate efforts to marketing during the open enrollment season? Fortunately, technology has brought us marketing automation—in other words, software to automatically deliver personalized marketing messages. In this week’s Broker Tool Belt, we highlight marketing automation advantages for brokers and how this technology provides the speed, insight, and outreach required to succeed in an increasingly digital world.

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Open Enrollment Trends for 2020: Ease’s Q4 Preparedness Report

Do you have a plan in place to proactively support your clients this open enrollment season amidst a global pandemic? In an instant, COVID-19 upended our sense of normalcy, including the way we live and do business. As you prepare for an open enrollment season unlike anything you’ve seen before, one thing is clear: now is the time to be prepared. Ease partnered with general agents and health insurance carriers to survey nearly 600 brokers, account managers, and agency owners and discovered several open enrollment trends for 2020. 

Through the 2020 Fourth Quarter Preparedness Report, we learned how the pandemic has changed the way insurance agencies think about investing in technology, as well as how the pandemic has affected business over the course of the last several months. In this week’s Broker Tool Belt, we share the highlights to help you prepare for the upcoming open enrollment and better serve your clients.

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Open Enrollment Communications Tips for Insurance Brokers

Under normal circumstances, open enrollment is already a stressful time for insurance brokers. In 2020, amidst a pandemic, the enrollment season has become even more complex. Without the ability to meet clients in person, effective open enrollment communications will be vital. You have done the hard work to put together benefits plans that cover your clients’ needs, but if employees don’t understand their benefits and their value, how are they going to appreciate them? Great benefits deserve great communications.

Furthermore, in today’s job market, a competitive benefits package is a great tool to attract talent. It also enhances employee engagement and retention. Without the right communications plan, employees can miss out on the valuable benefits offerings, causing dissatisfaction and losses for both you and your clients. In this Broker Tool Belt post, we share tips for insurance brokers to build effective open enrollment communications, ensure employee participation, and keep moving your business forward to define the next normal.

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Health Insurance Quoting Software to Increase Enrollments

From the ACA to level-funded plans, it can be daunting for employers to make informed selections when there are so many options available to them regarding what type of health insurance plan to offer their employees. As their trusted advisor, they will look to you to help paint a clear picture of what those options are, making it your job to put out requests for proposals or pull health insurance quotes from multiple carriers, as well as compile relevant documentation, including questionnaires, ultimately presenting all the relevant choices to your clients. In this scenario, manually entering information about each group to each carrier they are offering plans with can take a long time, becoming an arduous process. In this week’s Broker Tool Belt, we share why health insurance quoting software will help you boost efficiency, increase enrollments, and make your groups more profitable so that you can keep moving your business forward to define the next normal. 

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