Large group policies have different needs than smaller plans. If you’d like to expand into managing large groups, or if you’d like to improve your results from your last enrollment, keep reading. Make sure you’re prepared to handle the mass volume a large group plan brings, otherwise you could set yourself up for failure.
Rogers Benefit Group is the premier General Agent for the large-group employer market, and we’ve learned a lot about high volume policies along the way. Setting up the right systems and anticipating common problems will allow you to avoid pitfalls and reach success. Before you dive into a large group plan there are a few tools you need. We think these 5 are indispensable to a smooth and successful large group enrollment:
Do you have a plan for how you’ll complete a quote summarization? Are you aware of what software you might need to handle the volume? Do you know how you’ll help support your clients’ communication efforts with their employees? You don’t want to figure it all out as you go, so enlist some help from an experienced broker and do your own research to develop a plan.
To help you get started, we’ve put together this guide of 3 Simple Strategies to Win Large Group Business. Just click below to read it now, and get on track to hit your goals.