How can 2020 get even crazier? Enter October ;-)
Don’t get me wrong, it’s one of my favorite months, but anyone in the benefits industry knows it also packs a punch to your calendar with open enrollment meetings, trainings, renewal conversations, and a general race toward January 1st. Plus, this year adds the extra layer of doing it ALL online.
Today I’m sharing 5 fresh tips to help with your renewals and new installs, along with tips specific to freshbenies…
1. Get up to speed
Yes, even during 4th quarter and a pandemic. Before you finalize open enrollment materials, reach out to your key vendor partners. Are you aware of their latest and greatest enhancements, features, products and services? Take the extra time to ensure you have the best, most current solutions to fit each of your groups. If you’re a freshbenies client, just click here to schedule time with me now.
2. Stop, collaborate and listen
Who knew Vanilla Ice was right? Particularly this year given the changes and challenges employers have experienced, be sure to create space to listen to your clients and their needs. If your groups are working on cost containment, strategize with Neil about the best freshbenies package to meet specific employee needs without costly impact on medical claims.
3. Make it personal
Excitement is infectious. When you share great personal stories about a service, your clients will listen AND remember. Not only will you sell more, you’ll see more engagement. Here’s a great example from one of our broker partners, Jeanette Abbe…
4. Make it easy
Employees are stretched pretty thin these days, too. Many are juggling work, different schooling scenarios and rearranged family schedules. Break your open enrollment meetings into smaller “snackable” sections and make them available on-demand.
5. Make it fun
Fun is memorable and it drives engagement. How can you get creative with your open enrollment plans? Click here for a bit of inspiration from Jeff Ungvary in our latest “Brokers in Cars Getting Coffee” interview (you’ll hear one of his open enrollment twists around the 3:40 mark).
Fun doesn’t have to be complicated. We see great success with entering employees into a gift card drawing when they complete certain actions: activated their freshbenies membership, shared a testimonial, joined an enrollment session on time, etc.. Plus, we’ve got some great freshbenies videos you can use - including live lobsters and a Magic 8 ball. That is fun and memorable!
If you missed our recent 45-minute Happy Power Hour session, click the image below to watch now. You’ll hear a few more ideas and current industry insights – and don’t miss Neil giving an overview of our latest packages at the 12:40 mark.
Now it’s your turn! How are you doing open enrollment differently this year? What’s worked for you? What hasn’t work for you? Comment below or email me at email@example.com.