Dynamis Blog

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

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

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

The Ancillary Benefits Market is Falling Short of Employee Needs

Posted by TomRoshar on Apr 13, 2017 6:30:00 AM

Finding—and retaining—top talent is a huge concern for employers. It can be tough to find those “superstar” employees, and once you do, you certainly don’t want to lose them. The compensation and benefits package a company offers is a serious consideration of most employees.

However, many employers are falling short in that area, particularly when it comes to ancillary benefits. This blog will look at the ancillary benefits market, and how it is falling short of employee needs and demands.

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Topics: 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

Increase Insurance Sales by Understanding Common Biases That Affect Producers

Posted by TomRoshar on Mar 21, 2017 6:15:00 AM

In our last blog, we talked about how behavioral economics impacts the sales process and individual decisions of producers. As a short recap, each individual has internal “biases” that are formed based on past experience. Those biases can sometimes cause people to act irrationally (based on their past experiences or “gut feelings”), rather than making the logical decision.

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Topics: Sales/Prospecting, Efficiency/Streamlining, Operations

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

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

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