The Hidden Costs of Manual Small Group Quoting & Enrollment
On average, brokers spend 18 hours per small group per year managing quoting, enrollment, and renewals. That's time spent on:
- Quoting Coordination: Gathering census data, searching carrier portals, and comparing options
- Open Enrollment: Presenting plan choices, collecting employee elections, and answering questions
- Finalizing & Submitting Enrollment: Gathering medical questionnaires, filling out carrier-specific forms, and submitting paperwork
- Ongoing Annual Support: Managing plan changes, employee updates, and renewal paperwork
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