After surviving last year’s open enrollment in the midst of the pandemic, fewer than 1% of agencies expect to not do any business digitally this open enrollment (OE) season. Are you part of that club? (Psst: You don’t want to be.)
Insurance brokers who are emerging from a post-COVID landscape have been looking to rapidly evolve and adopt digital technology to better serve their clients. And what many are discovering is that some answers are harder to find than others. That's one of the many reasons this year's third annual Ease Innovation Conference (EIC21) proved to be more valuable to attendees than ever before.
In the last Broker Tool Belt post, we shared the first two steps outlined in The Agency's Guide to Better Serving Employers in 2021. First, we focused on retention and why it is key to growing your agency.
Businesses are expecting guidance from their insurance agency on the new mix of benefits that are a fit for today's unique landscape. But we understand how complicated it is to keep up with their new needs and expectations. Has their employee benefits strategy changed due to the pandemic?
There is a problem with the traditional sales pitch; it can be unappealing and only offers two outcomes: your prospective groups will love what you have to offer, which will lead to a new addition to your book of business, or they won't and you will receive a polite decline. Furthermore, a scalable sales formula comes down to understanding who your buyer is and what their specific needs are.
Part 2 – 2021 SMB Benefits & Employee Insights Report The pandemic has exposed many of the cracks in the […]
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