Optimizing Technology Together
From management of your BenefitMall book of business to quote and online enrollment, our innovative technology and years of expertise makes us your go-to General Agency.
Let us show you how we can help serve you and your clients by boosting sales and increasing efficiency.
Simple. Seamless. Secure.
Agency Workspace digitalizes the entire quote to enroll experience, allowing you to manage your clients in one secure location.
Insights & Related Content
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Increase Engagement with Enrollment and Submission Technology
Paper enrollment and submission forms were already on their last legs in the years leading up to the COVID pandemic. With companies locked down and so many people working from home, paper forms were no longer practical. Technology replaced them; there was no other choice.
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Why Secure Enrollment Should Be a Priority for Every Broker
The open enrollment period is the busiest time for health insurance brokers and agents. There is so much to do and so little time to do it that it may seem easy to take shortcuts that could lead to a less secure experience. If we could offer brokers one bit of advice, it would be this: make secure enrollment a top priority. Do not take any chances.
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The Competition Might Not Be Using Digital Enrollment, Are You?
You need every means possible to stay ahead of the competition. Otherwise, competing brokers and agents threaten to eat into your book of business. How do you keep them at bay? One of your best tools is digital open enrollment. Statistics suggest that the competition might not be utilizing it. Are you?
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