[Live Q&A] Ask the Experts: How to Prepare for This Year's Unique Group Enrollment Season

During this live Q&A, we'll ask a panel of health insurance and benefits consultants how they're preparing for this year's group enrollment season. We have several questions lined up but will also be taking audience questions.

Save Your Seat

How are you meeting with group prospects and clients this fall?

No matter what your answer is to that question, there is no doubt things will inevitably look a little different this year. That's why we're gathering this panel of health insurance advisors and group benefits consultants to ask them how they're preparing for enrollment season, what changes they're anticipating, and what advice they have for others. 

Some questions we'll be asking include:

  • What are things you do to prep before enrollment season every year?
  • What is your process to track and manage renewals and new business?
  • What are some things you do to increase client retention?
  • What tools will be more important this year than in previous years?
  • What is your #1 piece of advice for group advisors and consultants this year?

Join Us Thursday, October 22nd at 2:00pm CT:

Meet the Panelists:


marcie-strouse

Marcie Strouse
LI-In-Bug

Benefits Consultant, Insurance Advisor, Business Owner at Capitol Benefits Group

amy-evans

Amy Evans
LI-In-Bug
Benefits Consultant at Colibri Insurance Services, Inc.

jim-morrison

Jim Morrison
LI-In-Bug
President at Morrison Insurance Services, Inc.

What will group enrollment season look like this year?

If we've learned anything this year, it's to expect the unexpected. Luckily, many agencies already have experience meeting with prospects and clients remotely during group enrollment season. While we don't know exactly what this year will look like, we're excited to hear how these panelists are preparing and what advice they have for others.

What tools will be especially important this enrollment season?

We'll definitely discuss this during the panel, but for starters, an agency management system (AMS) that helps your team manage prospects, clients, policies, and everything else remotely is a must-have. The panelists will discuss other tools they'll be using, such as video conferencing tools.

Who is AgencyBloc?

AgencyBloc is an agency management system that helps life and health insurance agencies secure and grow their business with an industry-specific CRM, commissions processing, and integrated business and sales automation. All four panelists are Members of The Bloc and will share their experience and advice on using AgencyBloc during and after enrollment season.