Benefits Administration Company, Clarity Benefit Solutions, Shares Five Tips for Maximizing Sales During Open Enrollment
NEW YORK, Oct. 27, 2017 /PRNewswire-iReach/ -- Benefits administration company, Clarity Benefit Solutions, shares five tips for maximizing sales during open enrollment.
- Begin the process early. Now is the time to start educating your clients about benefits packages. Do not wait until the open enrollment period begins. Meet with your clients so you can assess their needs and put plans together that will maximize their investment in their employees. Sit down with the HR department to compile employee data on insurance and provider preferences so you can begin to customize packages and services.
- Do your homework. It is imperative to keep abreast of any Affordable Care Act (ACA) changes and make sure you are an expert on this regulation, as developments most likely will occur. Educate yourself on the terminology involved with healthcare terms and concepts—what a plan covers, how a plan is structured, what it costs, and what ancillary benefits may be included.
- Stay organized. There's no doubt that open enrollment is a busy time. Keep detailed records to ensure that your clients meet reporting requirements and deadlines. Make a checklist so your clients do not miss any important protocols. Keep them updated on new platforms and technology that will help them effectively manage employee benefits.
- Present information in multiple formats. Not all employees will learn—and retain—benefits information the same way. Use print, social media, websites, webinars, and email to present all benefits packages and options. Make sure to include relevant enrollment deadlines as well as the consequences of failing to enroll by the deadline. Posters, data sheets, and flyers should be posted around the office to serve as visual reminders. Text and tweet reminders, sharing relevant facts and figures.
- Provide ongoing support. Follow up with your clients to make sure they don't require extra assistance during open enrollment. Taking charge of this process will set the stage for cementing a long-lasting broker-client relationship, resulting in a successful open enrollment period.
About Clarity Benefit Solutions: Clarity Benefit Solutions provides technology that makes the health insurance plan selection process fast, easy, and straightforward. For over two decades, we have provided clients with industry-leading technology, compliance, and exceptional customer service. Our offering is designed to save time and lower the costs of managing benefits while also promoting employee self-service and automated ACA compliance.
Media Contact: Calvin Clark, Clarity Benefit Solutions, 732-428-8272, [email protected]
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SOURCE Clarity Benefit Solutions
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