Dynamis Blog

9 Reasons It’s Time to Ditch the Spreadsheets & Upgrade Your Renewal Process

Posted by AndyNunemaker on Sep 27, 2018 10:51:11 AM

Despite the influx of technology, many insurance brokers still present renewals the same way they did 20 years ago. Still using spreadsheets? Check out the list below for 9 reasons it’s time to upgrade your renewal process using technology, like Dynamis’ Dynamic Plan Designer tool.

You’ll also see reactions and testimonials from brokers and employers who have experienced the Dynamis plan modeling tool.

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Topics: Differentiation, Technology, Client Service, Renewal Strategies, Sales/Prospecting, Efficiency/Streamlining Operations, Dynamic Plan Designer

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.

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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.

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Topics: Technology, Sales/Prospecting, Operations

Prospecting and Renewal Strategies Today’s Top Brokers are Using

Posted by AndyNunemaker on Feb 27, 2018 7:00:00 AM

The employee-benefit insurance industry is continually evolving due to market changes, the economy, new technology and new broker strategies. How are you keeping up with all the changes? Stagnant brokers will soon be left behind, so if you don’t plan on retiring in the next 5 years, it’s time to become more growth-minded and forward-thinking.

This blog shares some of the top prospecting and renewal strategies today’s top brokers are using, along with resources to help you learn more and implement those strategies.

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Topics: Technology, Renewal Strategies, Dynamic Plan Designer

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

Insurance Prospecting: Work Smarter, Not Harder

Posted by AndyNunemaker on Sep 18, 2017 6:06:00 AM

There’s no doubt that insurance prospecting isn’t easy. Sales is a lot of work. But there are ways to prospect smarter, to get better results doing the same amount of work. In this blog, we’ll examine one strategy to “work smarter” and make the most of your prospecting efforts.

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Topics: Differentiation, Technology, Renewal Strategies, Sales/Prospecting, Dynamic Plan Designer

10 More Insurance Sales Strategies to Win More Business

Posted by TomRoshar on Sep 11, 2017 6:00:00 AM

Last month, we wrote a blog with 10 insurance sales strategies to win more business. In this blog, we have 10 more insurance sales strategies to help you nail your prospecting meetings and close more deals.

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Topics: Differentiation, Technology, Renewal Strategies, Sales/Prospecting, Dynamic Plan Designer