San Francisco, CA, June 23, 2020 — Ease, a leading HR and benefits software solution for small businesses, insurance brokers, and insurance carriers, has partnered with VSP Vision Care, the only national not-for-profit vision benefits company in the United States, to provide brokers and HR administrators with better access to core employee benefits.
HR teams have mobilized to adjust to a virtual workplace, while helping employees stay healthy at home and advising them on what to do if they experience symptoms. But are you doing everything in your power to help them stay afloat and navigate COVID-19? The pandemic took us by surprise. Now, it’s time to be proactive and get ready for the potential second and third waves of COVID-19. In this week’s Broker Tool Belt, we share a broker’s guide to helping employers navigate COVID-19 so you can meet your clients’ needs and increase their satisfaction during these unprecedented times.
San Francisco, CA, May 21, 2020 — Ease, a leading HR and benefits software solution for small businesses, insurance brokers, and insurance carriers, has partnered with Sun Life U.S. to provide brokers and HR administrators with better access to core employee benefits.
San Francisco, CA, May 13, 2020 — Ease, a leading HR and benefits software solution for small businesses, insurance brokers, and insurance carriers, has partnered with Ameritas to provide brokers and HR administrators with better access to core employee benefits.
Over the past several weeks, much of the global workforce has shifted to a working-from-home model. While nothing can replace in-person connections, video meetings are the next best thing and have quickly become the new normal in this unprecedented environment. However, virtual meetings can pose some challenges. Whether you are joining internal team meetings or hosting external client/prospect meetings, you want to make sure you are putting your best foot forward. In this week’s Broker Tool Belt, we share advice on how to run successful virtual meetings, along with how to get over the initial discomfort so you can start building stronger and faster relationships.
Remote work was a trend that companies were shifting toward even before the Coronavirus outbreak. However, we can be certain that this unprecedented situation has had the biggest role in pushing it forward. Many insurance agencies have been quickly thrown into a working from home model in the last month. But what if you don’t have experience working remotely? In this new environment, group insurance brokers will be tested in their ability to maintain the level of service they used to provide in person. In this week’s Broker Tool Belt, we share four tips for insurance agencies working remotely, helping them to keep operating business as usual, maintain productivity, and successfully create remote work guidelines to empower their team.
It’s easy to let fear in these days. The challenges we’re facing are unlike anything we’ve ever experienced. And now, more than ever, your clients look to you to help them navigate through these unprecedented times. The World Health Organization (WHO) established that we need to stay six feet away from each other to keep physical distance and stop the virus from spreading. But that doesn’t mean you stop supporting your clients. You might not be able to control the crisis, but you can control your response to it. In this week’s Broker Tool Belt, we share five tips to connect with clients while physical distancing.
Times are chaotic and uncertain to grow insurance businesses, and while we don’t have all the answers, we want to offer you some guidance to help you navigate this situation. Let’s take control and work together to minimize the impact on your business and come out on the other side stronger than ever.
Open enrollment period is the most stressful time of the year for you and your groups. During those last months, HR professionals try to present employees with the most qualified healthcare options, employees attempt to choose the best plan for themselves and their dependents, and you need to be ready to help at any time as their expert advisor. However, the work shouldn’t start in October. Open enrollment period is not a sprint, it’s a marathon you should be preparing for each quarter. In this week’s Broker Tool Belt, we share what you need to do each quarter to make the most of open enrollment, stay organized, and be successful during the next busy season.
Now that open enrollment season is behind you, what are you going to direct your attention to? While Q1 is the perfect time for you to focus on generating leads, prospecting is often considered time-consuming and tedious. Finding new clients is challenging enough, so if you approach prospecting with a lack of enthusiasm, attracting qualified prospects will become even harder. How can you effectively find more SMB looking for a new broker without throwing your day away? In this week’s Broker Tool Belt, we share insurance prospecting tactics to help make your efforts easier and more effective so you can grow your agency in 2020.