Learn About the Agency Tools You Should Use This Open Enrollment Season!
Open enrollment is often a daunting time for insurance agencies. Thankfully, there are a few tips and tricks for easing your workload as you help current clients, follow-up with new leads, and manage your agency.
In this eBook, we’ll briefly describe 6 ways you can use technology to streamline your process this OE season. Then, we’ll provide direction on where to learn more and get started!
- How to maintain organized contacts throughout OEP
- How to effectively manage new leads coming in
- How to use workflow automation to help with agent reminders and client communication
- What to use to streamline commissions processing
- How to maintain regular communication with clients even after OEP ends