Dynamis Blog


Recent Posts

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

3 Insurance Renewal Strategies to Overcome Overwhelm

Posted by AndyNunemaker on Oct 9, 2017 6:00:00 AM

Renewal season is coming up fast, and we all know it’s an extremely taxing and overwhelming time for benefits brokers. While you can’t necessarily reduce the volume of work, you can streamline certain processes to save you (and your clients) time and frustration. This blog examines three insurance renewal strategies to consider as you plan for the 2017 renewal season.

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

Insurance Prospecting: Work Smarter, Not Harder

Posted by AndyNunemaker on Sep 18, 2017 6:06:00 AM

There’s no doubt that insurance prospecting isn’t easy. Sales is a lot of work. But there are ways to prospect smarter, to get better results doing the same amount of work. In this blog, we’ll examine one strategy to “work smarter” and make the most of your prospecting efforts.

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Topics: Differentiation, Technology, Renewal Strategies, Sales/Prospecting, Dynamic Plan Designer

10 Insurance Sales Strategies to Win More Business

Posted by AndyNunemaker on Aug 21, 2017 7:05:22 AM

Any successful insurance producer must spend a significant amount of time selling, which for many, isn’t the easiest part of the job. And even the most veteran salesperson can always improve and should look for opportunities to polish their sales skills. This article details 10 insurance sales strategies that producers may find valuable.

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Topics: Differentiation, Technology, Renewal Strategies, Sales/Prospecting, Dynamic Plan Designer

5 insurance social media strategies to differentiate and attract more prospects

Posted by AndyNunemaker on Jul 17, 2017 6:30:00 AM

Social media is an excellent tool to attract and win more business, and insurance social media strategies are growing in popularity. While most insurance agents use social media to some extent, there are likely strategies you are missing out on. Learn 5 effective insurance social media strategies you should be incorporating into your business.

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Topics: Differentiation, Technology, Client Service, Sales/Prospecting

Unseat the Incumbent Broker with These 16 Prospecting Questions

Posted by AndyNunemaker on Jun 20, 2017 6:30:00 AM

For an employee benefits broker, prospecting often means convincing the employer to fire the incumbent broker. This isn’t an easy task, especially since most brokers are quoting the same plans from the same carriers. However, there are ways to differentiate and show prospects that you can provide better service and support than their current broker.

One of the most effective ways to defeat an incumbent broker is by asking the right questions. Prospects may not respond to a hard sell about what makes your agency superior, but asking targeted questions can accomplish the same goal. This strategy can pique the prospect’s interest, keep them engaged throughout the sales process and help you close the deal.

This blog offers 16 questions to ask your prospect throughout the sales cycle, to help unseat the incumbent broker and secure the BOR.

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Topics: Differentiation, Technology, Renewal Strategies, Sales/Prospecting

3 strategies to sell more ancillary benefits products

Posted by AndyNunemaker on May 23, 2017 6:30:00 AM

In recent blogs, we examined why employers aren’t offering ancillary benefits, as well as the advantages to doing so. In this blog, we’ll focus on strategies to help you sell more benefits products.

You likely already understand the benefits of selling more ancillary products, but we’ll review here:

  • Help clients provide a more comprehensive and competitive benefits package
  • Support employee health and productivity
  • Earn more broker commission
  • Build stronger client relationships by managing more of the employer’s benefits package

With those advantages in mind, we’ll examine some concrete strategies to sell more ancillary benefits products.

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Topics: Differentiation, Technology, Client Service, Renewal Strategies, Dynamic Plan Designer, ancillary/voluntary benefits

Why employers aren't offering ancillary benefits

Posted by AndyNunemaker on May 9, 2017 6:30:00 AM

As an employee benefits broker, you do your best to advise clients and make recommendations in their best interest. However, we all know that clients don’t always heed that good advice, for one reason or another.

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Topics: Differentiation, Technology, Client Service, Renewal Strategies, Dynamic Plan Designer, ancillary/voluntary benefits

Understanding the Ancillary Benefits Disconnect to Increase Insurance Sales

Posted by AndyNunemaker on Apr 20, 2017 6:30:00 AM

Insurance brokers understand the need for a strong benefits package, but many employers today are falling short of employee demands. Our last blog looked at employee demand (and financial need) for ancillary benefits.

In this blog, we’ll discuss the significant disconnect that exists today in the ancillary benefits market—and how you can use those insights to increase insurance sales.

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Topics: Differentiation, Client Service, Renewal Strategies, Sales/Prospecting, Operations, ancillary/voluntary benefits

Improve Your Insurance Sales Process in 4 Steps with Behavioral Economics

Posted by AndyNunemaker on Mar 28, 2017 6:00:00 AM

In our last couple blogs, we talked about how individual internal biases can negatively impact sales performance, and how behavioral economics can impact your insurance sales process on a larger scale.

As a quick reminder, each individual is shaped by their past experiences, which results in internal biases that often dictate future behavior. Essentially, behavioral economics examines why people often make emotional decisions, rather than ones based on logic or objective standards.

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Topics: Sales/Prospecting, Efficiency/Streamlining, Operations