Dynamis Blog

DanMorrill

Recent Posts

Eliminate paper-based processes with technology

Posted by DanMorrill on Sep 4, 2015 12:01:00 AM

In our last couple blogs, we discussed strategies for maximizing efficiency at your agency. This is so important today, as ACA adds layers of complexity to your processes, and many brokers are worried about their profitability.

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Topics: Technology, Efficiency/Streamlining Operations

Win more BORs by taking advantage of technology

Posted by DanMorrill on Sep 3, 2015 11:56:00 PM

In our last couple blogs, we shared some great advice for more effective cold calling. Once you’ve gotten in the door, here’s how to revolutionize your prospect meeting and walk away with more BORs.

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Topics: Differentiation, Technology, Sales/Prospecting

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

Use self-funding as a differentiator for your agency

Posted by DanMorrill on Jul 29, 2015 10:16:00 PM

Use Self Funding as a differentiator for your agency 

Self-funding isn’t a new concept, but it is one that has been traditionally reserved for larger employer groups. However, for various reasons we discussed in our last blog, market conditions today make self-funding an ideal strategy for many small employers as well.

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

Why Self-Funding is a Good Option for Small Groups Today

Posted by DanMorrill on Jul 20, 2015 9:02:00 PM

Self-funding has traditionally been a strategy that larger employers used, but conditions in the market today make it an ideal alternative funding strategy for smaller groups as well. In this blog, we’ll discuss why self-funding is a good option for those smaller groups.

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

Become indispensable by advising on ACA

Posted by DanMorrill on May 18, 2015 11:01:00 AM

In the last two blogs, we talked about ways to prove your value as a broker, including being more consultative and saving clients money. In this blog, we’ll talk about one more way to show clients your value: by helping them navigate the complex waters of ACA.

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Topics: Technology, ACA/Compliance, Client Service, Renewal Strategies