Being proactive is the best way to approach open enrollment season.
Email can be a really effective and efficient way to communicate proactively with all of your clients and prospects during the busy open enrollment season. With the right tools, email communication is easy to set up, automatic, and appreciated from your clients and prospects. In this eBook, we'll help agents understand what kind of messages to be sending during OE and the tools you'll need to do so.
Example email campaigns to use during open enrollment season for your clients, prospects & agents
How to automate your day-to-day communication both internally and externally
How an agency management system can help you organize, automate and grow your insurance agency