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New Checklist Tool Advises Year-Round Communication Strategies for Brokers

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Published On: April 26, 2022

Nearly 60% of employers rely on brokers for help with their year-round communication strategies.  


As a broker, are your communication strategies up to par with what your new and long-valued clients seek? If not, it may be time to start handling communication efforts with more care and consistency. 


To help strategically implement communication best practices, Mployer Advisor created a downloadable checklist tool made entirely for employee benefits brokers.  


Our checklist “Year-Round Communication Strategies” is broken into three sections:  Initial Communication Efforts  

This section gives you a breakdown of what should be top of mind when showcasing your brokerage’s services.  During Onboarding 

    We provide you with best practices to welcome your new client onboard and ensure a smooth transition.  After Onboarding  

Lastly, we give you options to consider how you can communicate with clients year-round and demonstrate your brokerage’s value.  


More specifically, the checklist tool will detail: 

  • How to prepare your initial communication efforts for your consultation and follow-up calls. 

  • How to communicate with clients during onboarding through emails and welcome kits, as well as how to communicate during employee enrollment. 

  • Strategies on how to communicate year-round, including email campaigns and how to set reminders for yourself. 


Download our “Broker Checklist: Year-Round Communication Strategies” for top tips and tricks on how best to communicate with your employer clients.  


Looking for more exclusive content? Check out what’s trending on the Mployer Advisor blog, including recent recaps of Mployer Advisor’s new podcast, This Week in Benefits.  

Insurance Broker


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Samantha Brisch

Content Marketing Analyst, Mployer Advisor


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