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.
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Inside you'll learn:
- Initial communication efforts to show a breakdown of what should be top of mind when showcasing your brokerage’s services.
- Best practices during onboarding to welcome new clients and ensure a smooth transition.
- Post-onboarding strategies for how to communicate with clients year-round and demonstrate your brokerage’s value.