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There are numerous reasons to move the sale of ancillary products to the forefront of your sales strategy, not the least of which is a significant increase in your revenue.
For most group insurance agents ancillary benefits are more of an afterthought than an active component of their sales strategy. That’s too bad.
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Workers estimate they’ll need over $5K in monthly retirement income, but many have no clear strategy for turning savings and investments into a steady paycheck.
OE is just the beginning of a longer annual rite when employees still need to know when coverage begins, where to find ID cards and how to use their new benefits.
Jose Conde has been working with specialty care support platform Lantern for over a year, receiving aid with everything from oncology specialist connections to claims to empathetic support.
Leaders from Equifax, Bartaco and Children’s Health gathered in Las Vegas to share their insights and best practices at EBN’s Benefits at Work conference.
Regardless of how large or small a brokerage happens to be, experts agree that the secret to success lies in rewarding the best ideas and fielding the most talented benches.
