Insurance Broker

New Checklist Tool Advises Year-Round Communication Strategies for Brokers

UPDATED ON
April 26, 2022
Abbey Dean
Abbey Dean
— Written By
Print Friendly and PDF

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.

Want more insights on how your employee benefits compare to companies in your region, industry, and similar employer size?
Download Your Custom Benefits Report Now
See How Your Employee Benefits Compare

Next Up

The Market Employment Summary for November 2024
Each month, Mployer Advisor breaks down the Bureau of Labor Statistics’ most recent State Employment and Unemployment Summary to highlight some employment trends across various markets. This is an overview of November’s report. 
The Most Common Job Openings Of The Future
‍In this piece, we take a look at what kind of job openings are going to be most prevalent between now and 2033, as well as the education level needed to access those opportunities.
3 Questions That Will Determine How The 2024 Elections Impact Employer-Sponsored Healthcare
Now that the 2024 elections are mostly in the books, how will the shifting balance of power affect employer-sponsored healthcare?