Dynamis Blog

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

Insurance Renewal Strategies to Make Your Life Easier

Posted by TomRoshar on Oct 16, 2017 6:00:00 AM

It’s that time of year: the leaves are changing, football is back… and the busy renewal season is coming up fast. In our last blog, we shared some insurance renewal strategies to combat the chaos that is annual renewal season.

This blog dives deeper into one of those renewal strategies: anticipating challenges and creating preemptive solutions. Embracing this insurance renewal strategy will streamline the entire process and save you (and your clients) valuable time. Here, we’ll list common renewal roadblocks and share ideas for how to make this year your smoothest yet.

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

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 and Increase Insurance Sales with This Strategy

Posted by TomRoshar on Jul 10, 2017 6:30:00 AM

In a crowded, commoditized market, it’s critical that you know your key competitors, beyond the basics of who they are and their general marketing spiel. Why? Just like every other broker trying to increase their insurance sales, you are constantly looking for an edge, a differentiator that will get you in the door and eventually secure that BOR.

To do so, you must know the strengths, weaknesses, services, solutions and client perceptions of your top competitors, and understand how they stack up to your agency. Incorporating this knowledge into your sales pitch and approach can help you compete better and increase insurance sales.

In this blog, we’ll discuss how to research your competition and put that information into practice, to win more in head-to-head situations and increase insurance sales.

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Topics: Differentiation, Client Service, 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

Ancillary benefit options makes employees healthier, more productive

Posted by TomRoshar on May 16, 2017 6:30:00 AM

In our last blog we examined some of the common reasons employers opt not to offer ancillary coverage options to their employees. However, there are many advantages for employers who provide a comprehensive benefits package to employees. In this blog we’ll discuss how offering ancillary benefits can lead to healthier and more productive employees—benefitting the employer’s bottom line.

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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

Integrate Ancillary Benefits Seamlessly Into Your Presentation

Posted by TomRoshar on Apr 27, 2017 6:30:00 AM

With health costs continuing to rise, many employers are tightening their budget—and that often means forgoing ancillary benefit offerings. However, offering more comprehensive benefits package can save employers dollars in other areas.

In this blog, we’ll look at the importance of offering ancillary benefits as an employer, and how brokers can integrate ancillary into their strategic benefit conversations.

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