Open enrollment season can be daunting for insurance agencies.
Thankfully, there are a few tips and tricks for easing your workload a bit as you help current clients, follow-up with new leads, and manage your agency. In this eBook, we’ll briefly describe 7 technologies or capabilities you should have in place for this year’s OEP. Then, we’ll provide guidance on where to learn more about each and how to get started.
In this eBook, we discuss:
- The most important tool agencies need for OEP
- How to efficiently quote & enroll current clients and prospects
- What's needed to streamline commissions processing
- How to maintain regular communication with clients after OEP
- What's needed to easily identify and act on cross-selling opportunities