The season leading up to open enrollment is a good time to focus on winning new business and growing your agency. However, if you concentrate on the same strategies year after year, you might not be able to see the kind of business growth you would like to. For this reason, we encourage you to revisit your strategy for winning new clients by introducing online benefits enrollment to your offering. If you are able to invest a few weeks of your summer on bringing your agency online, you’ll improve the employee benefits enrollment experience and produce amazing returns in terms of new clients before Q4 and into 2021. In this Broker Tool Belt post, we share the reasons why online benefits enrollment will help you win new BORs.
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.
How to sell insurance? It differs from the way sales functions in almost all other categories. Think about it, no one goes home to unpack a bag of insurance! Unlike retail, insurance is an intangible promise – peace of mind. To a certain extent, you’re selling yourself; that you’re the expert who will provide your clients with coverage when it’s needed most.