Dynamis Blog

Get in the door by targeting the incumbent

Posted by DanMorrill on Aug 31, 2015 3:09:00 PM

In our last blog, we talked about how to approach cold calling by segmenting your market and targeting your prospect’s unique challenges and pain points. We’re going to add to that strategy in this blog by discussing the incumbent broker.

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Topics: Differentiation, Technology, Sales/Prospecting

Streamline renewals and delight clients

Posted by DanMorrill on Aug 31, 2015 2:53:00 PM

The traditional benefits renewal process consists of a broker creating a proposal (usually spreadsheet-based), the broker presenting the plan options to the client, the client asking many questions and taking time to sort through all the data, the broker and client having multiple additional meetings as changes are needed, and finally the client settling on a plan or plans for their group.

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Topics: Technology, Client Service, Renewal Strategies, Efficiency/Streamlining Operations

Simplify cold calling by segmenting your market

Posted by DanMorrill on Aug 24, 2015 1:29:00 AM

It’s okay to admit it. No one likes cold calling. Most view it as a necessary evil—to generate new business, you need to reach out to new leads on a regular basis. So how can you make this task less of a burden, and more effective at the same time?

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Topics: Differentiation, Technology, Sales/Prospecting

Overcome ACA challenges with efficiency

Posted by DanMorrill on Aug 24, 2015 1:24:00 AM

The introduction of the Affordable Care Act (ACA) has brought many challenges to the employee benefits industry. One particular challenge for brokers is profitability: as various processes become more complex and time-consuming, brokers worry about maintaining their profitability, particularly with smaller groups.

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Topics: Technology, ACA/Compliance, Client Service, Renewal Strategies, Efficiency/Streamlining Operations

How to present the self-funded alternative flawlessly

Posted by DanMorrill on Aug 3, 2015 9:48:00 PM

In our last blog, we talked about how discussing self-funding with your smaller clients and prospects can be a differentiator for you as a broker. Today, we’ll share some tips for how to present a self-funded alternative, as it may be unfamiliar to your client and different from the presentations you are used to giving.

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Topics: Differentiation, Client Service, Renewal Strategies, Sales/Prospecting, Self Funding