Benefits Think What not to do at open enrollment
The key to success is to trade in-person meetings for a virtual approach, texts over emails, avoid starting on a Monday, shorten the window and skip 1/1 effective dates.
The key to success is to trade in-person meetings for a virtual approach, texts over emails, avoid starting on a Monday, shorten the window and skip 1/1 effective dates.
Residing at the intersection of technology and healthcare, this simple approach is a testament to the possibilities that await when we dare to rethink traditional systems.
Employee benefit brokers are well-positioned to provide ongoing value to their employer clients well beyond the annual open-enrollment period.
It took nearly a decade to realize I was modeling my management style after the dreaded boss in "The Devil Wears Prada."
Adapting to evolutionary change will ensure that advisers are always providing the best guidance and support to their clients.
Medical will be the main event, but don't short-change policies that complement the headliner.
Stale offerings that no one actually uses won’t move the needle on talent management, but earmarking an allowance for expanded options will spark interest and manage costs.
Self-service technology is becoming a powerful alternative to traditional service providers in the benefits space.
Don’t make your interns make coffee. Empower them, and teach them why the insurance industry is one they should consider for a future career.
Don’t let your sales pitch get shut down by clients who aren’t interested in listening. Learn how to adjust your approach to capture their attention.
Your firm could be leaving profit on the table — as much as 35% — simply from mishandling your business relationships.
Most brokers make the mistake of simply asking employers about their interest in “voluntary” benefits and then wonder why most clients are not interested.
Advisers can take a page from the auto industry and give employers an incentive to make a timely decision.
Advisers will find a powerful tool in communicating enhanced benefits from a defined contribution perspective that puts employee’s in the driver’s seat.
What started with a silly social media post has become one adviser’s entire marketing plan.
These young benefit strategists are breaking through the benefits status quo and reimagining the brokerage market.
Don’t be afraid to look past typical health brokers to make client introductions — even the office cleaning person could be a lucrative source.
Adviser Eric Silverman is on a ‘journey to transform’ the perception of employee-paid benefits.
The use of ‘sitesellers’ makes the process systematic and transferable, says adviser Eric Silverman.
Eliminate common objections from prospects’ vocabulary through adviser Eric Silverman’s ‘proven system.’