Broker Checklist: Year-Round Communication Strategies

Being an insurance broker goes far beyond selling your services and products, it also means building positive relationships and trust with clients to ensure they’re well-informed and educated year-round.

Additionally, an insurance broker must support client strategies to maximize ROI and increase client satisfaction while also helping clients choose the right coverage for their needs.

According to recent data, 92% of employers look to brokers for help during open enrollment with benefits communication; however, 60% of employers rely highly on brokers for help with year-round communication strategies.

Mployer Advisor created this checklist to help brokers devise turnkey communication strategies. Our checklist will serve as a guide to educate brokers on best practices and top tips and tricks to seamlessly engage with employer clients year-round.