Dynamis Blog

Drastically Reduce Time Spent Quoting Small Group Employee Benefits

Posted by AndyNunemaker on Sep 4, 2018 6:30:00 AM

How many hours do you spent obtaining carrier quote and generating proposals? Are you concerned about small group profitability? Does the upcoming renewal season fill you with dread anticipating the extreme overwhelm?

This blog explores how a quoting engine addresses those concerns and more, including why you need one, how it works and tips for choosing the right vendor.

Read More

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

Does Your Sales Strategy Stink?

Posted by AndyNunemaker on Jul 16, 2018 7:15:00 AM

When you’re sending out cold emails or nurturing existing leads, does your message get the prospect excited? Or are they deleting your emails because it’s the same old stuff they hear everyday?

If your sales strategy isn’t producing the results you want, then it may be time to re-examine both your message and the content you send to back it up.

Read More

Topics: Technology, Sales/Prospecting, Operations

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.

Read More

Topics: Sales/Prospecting, Operations

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.

Read More

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.

Read More

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