Dynamis Blog


Recent Posts

9 Reasons It’s Time to Ditch the Spreadsheets & Upgrade Your Renewal Process

Posted by AndyNunemaker on Sep 27, 2018 10:51:11 AM

Despite the influx of technology, many insurance brokers still present renewals the same way they did 20 years ago. Still using spreadsheets? Check out the list below for 9 reasons it’s time to upgrade your renewal process using technology, like Dynamis’ Dynamic Plan Designer tool.

You’ll also see reactions and testimonials from brokers and employers who have experienced the Dynamis plan modeling tool.

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Topics: Differentiation, Technology, Client Service, Renewal Strategies, Sales/Prospecting, Efficiency/Streamlining Operations, Dynamic Plan Designer

Drastically Reduce Time Spent Quoting Small Group Employee Benefits

Posted by AndyNunemaker on Sep 4, 2018 6:30:00 AM

How many hours do you spent obtaining carrier quote and generating proposals? Are you concerned about small group profitability? Does the upcoming renewal season fill you with dread anticipating the extreme overwhelm?

This blog explores how a quoting engine addresses those concerns and more, including why you need one, how it works and tips for choosing the right vendor.

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

Does Your Sales Strategy Stink?

Posted by AndyNunemaker on Jul 16, 2018 7:15:00 AM

When you’re sending out cold emails or nurturing existing leads, does your message get the prospect excited? Or are they deleting your emails because it’s the same old stuff they hear everyday?

If your sales strategy isn’t producing the results you want, then it may be time to re-examine both your message and the content you send to back it up.

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Topics: Technology, Sales/Prospecting, Operations

Skip The Cold Calling And Attract Qualified Leads More Likely To Close

Posted by AndyNunemaker on May 21, 2018 7:00:00 AM

Keeping your pipeline full of prospects is a never-ending challenge, so cold calling and mass outreach can seem like an effective way to keep the leads flowing. But how many of those cold leads actually result in business?

A smarter way to spend your prospecting time is attracting and nurturing qualified leads who actually want to do business with you. This blog will examine the problems with cold outreach and how to get qualified prospects calling you to book a meeting.

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Topics: Differentiation, Renewal Strategies, Sales/Prospecting

How To Create Insurance Agency Marketing That Sells

Posted by AndyNunemaker on Apr 16, 2018 3:00:00 PM

Insurance agency marketing is critical for any broker looking to grow their book of business. There are hundreds of marketing strategies and techniques, and this blog will focus on just one: how to write great marketing materials.

Anyone can create sell sheets, email campaigns and website copy, and you don’t have to be a professional writer to create marketing that sells. Below, we’ll examine what ineffective insurance agency marketing looks like, and offer tips to create compelling marketing that attracts leads and sells.

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Topics: Differentiation, Sales/Prospecting

Prospecting and Renewal Strategies Today’s Top Brokers are Using

Posted by AndyNunemaker on Feb 27, 2018 7:00:00 AM

The employee-benefit insurance industry is continually evolving due to market changes, the economy, new technology and new broker strategies. How are you keeping up with all the changes? Stagnant brokers will soon be left behind, so if you don’t plan on retiring in the next 5 years, it’s time to become more growth-minded and forward-thinking.

This blog shares some of the top prospecting and renewal strategies today’s top brokers are using, along with resources to help you learn more and implement those strategies.

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Topics: Technology, Renewal Strategies, Dynamic Plan Designer

Still Using Spreadsheets for Renewals? Prepare to Get Left Behind.

Posted by AndyNunemaker on Feb 20, 2018 7:00:00 AM

Employers hate spreadsheets. We’ve interviewed hundreds of brokers and employers, and the answer is unanimous. Yet many brokers still use this cumbersome, outdated process to present renewals to their clients.

However, the industry is moving toward more technology-based processes, and that includes renewals. In this blog we’ll examine why clients hate spreadsheets, and how you can upgrade your processes so you’re not left behind.

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Topics: Dynamic Plan Designer

3 Insurance Brokers Who Delivered Exceptional Client Service by Revolutionizing Their Renewal Process

Posted by AndyNunemaker on Jan 22, 2018 7:00:00 AM

As you start a new year, you’re likely looking back on 2017 and looking for ways to optimize your business in 2018. As you reflect, how do you grade your recent benefits renewal season? Were clients satisfied with the process and the outcomes?

Unfortunately, most employers today hate their annual benefits renewal process—even if they love their broker. Despite the evolving healthcare industry and advancing technology, the majority of brokers still present renewals using antiquated spreadsheets. This approach to renewals is frustrating for employers and makes the renewal process unnecessarily complex and confusing.

Forward-thinking brokers understand that their clients want more from their benefits renewal process, and have implemented visual, dynamic software solutions to greatly improve client service and satisfaction. In this blog, we’ll look at a few brokers who have revolutionized their renewal process, to deliver exceptional client service and lock in retention.

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Topics: Differentiation, Technology, Client Service, Renewal Strategies, Dynamic Plan Designer

Improve Client Service by Understanding Why Your Clients Hated Their Last Renewal and How to Fix the Process

Posted by AndyNunemaker on Jan 15, 2018 7:00:00 AM

Did you know that most employers hate their annual benefits renewal? It has nothing to do with the broker—they may even love their broker—but rather with the renewal process itself. While most insurance agencies pride themselves on excellent client service, they’re actually doing their clients a serious disservice using the traditional spreadsheet approach for benefits renewals.

This blog will share why your clients likely hated their last renewal and what you can do to upgrade the process—enhancing your client service in the process.

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Topics: Differentiation, Technology, Client Service, Renewal Strategies, Dynamic Plan Designer

The Cost of Missed Sales Opportunities

Posted by AndyNunemaker on Dec 13, 2017 7:00:00 AM


Producers and sales managers generally track important sales metrics: appointments set, business won, close ratio. But sometimes forgotten are the opportunities that didn’t close. The cost of missed sales opportunities can be substantial, so it’s important to understand why opportunities are missed and how to fix those issues.

This blog will examine why sales opportunities are lost, the cost of missed sales opportunities, and strategies to close more of those sales.

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Topics: Sales/Prospecting, Operations