Sales and Marketing

Upgrades to benefits management solution help brokers upload files faster, streamline carrier management and defend against errors and omissions claims.

A new partnership will soon give independent insurance agencies access to a program designed to help brokers change their service model and increase profitability.

Brokers need to change the conversations they are having with clients away from the Affordable Care Act and toward other topics, including voluntary, since little will change with the law until the next presidential inauguration, a carrier rep says.

There’s plenty of complexity when it comes to determining premiums, and brokers can help clients understand exactly what’s in their policy.

Commentary: At the end of an unsuccessful enrollment campaign, an adviser may wonder why participation was so low after they spent time and money on communications. It’s simple, says David Melton: Brokers employing the same old strategy will not succeed.

With year three open enrollment on the horizon, state-run health care exchanges are busy building out systems and processes while renegotiating contracts, all to improve the customer experience, data flow and costs.

A new $250,000 national advertising campaign running on several popular political TV programs casts the Affordable Care Act as a positive force that is saving lives. It also seeks to counteract continued threats of repeal or scaling back the landmark legislation.

Chances are you have seen article after article claiming brokers need to buy more technology to help sell and service clients this year. Although partially true, blindly accepting these blanket statements can be costly for brokers. What I want to share with you is my experience working with these technology systems and a simple yet powerful approach you can take to make sure you don’t waste time and money on inefficient technology solutions. …

Commentary: There’s no worse way to set your business up in the eyes of your clients than to call yourself a free service, says columnist Wendy Keneipp.

Commentary: By reframing and renaming these benefits, you can avoid any knee-jerk reaction to or bias against “voluntary benefits,” says columnist Nelson Griswold.