Emily Clarke

Things Brokers Need to Survive in Today’s Market

To remain competitive, qualified insurance brokers need a specific set of tools to efficiently represent consumers in their search for a policy that meets their needs and budget. Having the tools listed below will help brokers assist clients in finding the right healthcare plan and streamline their processes for better productivity, organization, and client acquisition.

If you're a broker searching for ways to improve your client services, maximize your time spent working, and be seen by new clients, here are five essential tools you need to survive in today's market.

A polished website

First and foremost, today's brokers absolutely need a polished website to show off their services to the world. Having a website is the best way to promote your services, build awareness around who you are and what you do, and attract new customers. Having a website makes it easy for new clients to find you, do their due diligence, and get in touch when they need your services.

HR software

Human resources software for brokers allows you to instantly quote and compare thousands of plans from different carriers, so you can provide a fast and desirable quote, along with a full benefits package within a few minutes. During open enrollment season, using a human resources software for brokers can also drastically reduce time spent enrolling clients by automating tasks.

CRM software

Having a CRM software will enable you to store, organize, and update all the information you have on current clients and leads. Not only will this empower you to better serve your clients, but you'll also have quick access to organized notes about past conversations with clients, their ongoing needs, and their long-term goals, so you can provide a smooth and personalized customer experience every time.

Communication tools

Modern communication tools like Mail Chimp, MobileMonkey, and HootSuite can help you connect with clients via text, email, and social media to meet them where they are. Using cross-channel tools will ensure that you can respond to all communications and keep track of it all by using one platform, instead of several.

Online productivity tools

Organization software like Trello and others can help you stay on top of your to-do list and organize your tasks by priority, deadlines, and more. Online productivity tools will also help you save time and maximize your efforts by making everyday tasks easier.

Whether you choose to implement a human resources software for brokers or adopt everything we've put on this list, each little step will likely provide massive improvements to your workflow and your clients' experience.

Author Resource:-

Emily Clarke writes about employee management, benefits and payroll service. You can find her thoughts at workers management blog.