Dynamis Blog

Why Behavioral Economics Matters to Your Insurance Sales Process

Posted by AndyNunemaker on Mar 13, 2017 6:15:00 AM

Whether you’re a producer, sales manager or agency owner, you likely keep an eye out for anything that can improve sales or give you an advantage over competitors. In this blog, we’ll discuss how behavioral economics can impact your sales process, and how to use the concepts to win more business.

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Topics: Sales/Prospecting, Efficiency/Streamlining, Operations

5 Steps to Attract the Right Prospects & Win the BOR

Posted by TomRoshar on Feb 27, 2017 6:15:00 AM

The beginning of the year is a prime opportunity to prospect. Why? Employers have their latest renewal fresh in their mind, and if they weren’t satisfied, you can win business by presenting a superior renewal experience. This blog highlights five steps to executing on this strategy.

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Topics: Differentiation, Sales/Prospecting

Gut-Check Time: Do You Need a New Approach to Renewals?

Posted by AndyNunemaker on Feb 21, 2017 6:00:00 AM

 

You just finished your busy renewal season, so the last thing you probably want to think about right now are benefits renewals. But it’s important that you do, to ensure you aren’t at risk for losing business to a competitor. Even when clients seem happy, competitors are great at finding ways to demonstrate their superiority. Check in on your process and see if you need a new approach to renewals, with the tips in this blog.

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Topics: Differentiation, Client Service, Dynamic Plan Designer

Q1 Insurance Sales Strategies You Need to Know

Posted by TomRoshar on Feb 14, 2017 6:00:00 AM

The beginning of the year offers unique opportunities for prospecting and working toward your sales goals. This blog examines several timely insurance sales strategies you should know.

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Topics: Differentiation, Sales/Prospecting, Operations

Dynamis launches Proposal Generator Tool to Streamline Employee Benefits Planning [Press Release]

Posted by AndyNunemaker on Jan 27, 2017 8:40:12 AM

 

Dynamis launches Proposal Generator Tool to Streamline Employee Benefits Planning

 
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Dominate Q1 Insurance Prospecting With This Strategy

Posted by AndyNunemaker on Jan 24, 2017 7:15:00 AM

 

The end of the year for an employee benefits broker is largely consumed with renewals. Now that the busy renewal season is over, it’s time to focus on growth for the following year, whether you’re a sales manager leading a team or a producer out there prospecting.


In this blog we’ll discuss an insurance prospecting strategy that is particularly effective at the beginning of the year, and can help you start the year off strong in new business.

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Topics: Differentiation, Sales/Prospecting

Mock Demos: An Insurance Sales Strategy to Embrace in 2017

Posted by TomRoshar on Jan 17, 2017 7:00:00 AM

As we discussed in last week’s blog, the beginning of the year is the perfect time to examine your results and processes, and look for areas of improvement. One area you should consider is producer development. Even the most veteran salespeople can benefit from learning, sharing information and practicing skills. In this blog, we’re going to discuss a specific insurance sales strategy to help producers improve: mock demos.

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Topics: Sales/Prospecting, Efficiency/Streamlining, Operations

Examine Your Insurance Sales Processes to Start 2017 Strong

Posted by AndyNunemaker on Jan 10, 2017 7:30:00 AM

Now that the new year is upon us (and your busy renewal season is done!), it’s time to look ahead to 2017. You’ve likely evaluated performance from last year and set 2017 sales goals. Have you defined how you will meet these goals?

There are many strategies you can use to boost sales, but the beginning of the year is a particularly good time to examine your insurance sales processes. Why? While you undoubtedly have standard sales processes in place, there is always room for improvement. And because your insurance sales processes can significantly impact sales performance, you should consider evaluating your current processes and looking for areas to adjust. This blog will share tips for effectively evaluating your processes and tweaking to boost sales production.

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Topics: Sales/Prospecting, Efficiency/Streamlining, Operations

3 Ways to Save Clients Money at Renewal

Posted by AndyNunemaker on Oct 25, 2016 7:30:00 AM

It’s no secret that benefits plan rates have increased at an alarming rate over the past several years, far surpassing inflation and both employer and employee budget increases. Between the Affordable Care Act and other changes in the market, rates have continued to be unpredictable—and many of your clients will face unpleasant increases once again this renewal season. What can you do as a broker to save your clients money at renewal?

While many brokers will simply explain to clients that all businesses are facing similar increases, brokers who want to differentiate and truly support clients are doing more to help clients manage rising costs. This blog examines three potential strategies to help you save clients money at renewal this year.

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Topics: Differentiation, Client Service, Renewal Strategies

Insurance Sales Strategies: Benefits Contingency Planning

Posted by AndyNunemaker on Oct 11, 2016 7:30:00 AM

The benefits renewal experience is fairly standard for an employer today. Their broker tells them how much their rates have increased, shops around for options to potentially offset that increase, and then helps the employer choose a plan. If the employer is in the market for a new broker, each broker likely touts all their “value-added services” along with their renewal expertise, but at the end of the day, the outcome is generally the same.

Brokers today are constantly looking for a way to set themselves apart in an industry that continues to become more commoditized. This blog will examine one way to do so, by introducing the concept of contingency planning.

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Topics: Differentiation, Sales/Prospecting