FormFire Blog

Archive for the ‘Broker’ Category

How to Ensure a Smooth Onboarding Process for New Insurance Clients

Onboarding new Groups can be a cumbersome, yet critical part of the enrollment process for health insurance Brokers. While you may have won your Groups over during the sales process by providing fast quotes and professional proposals, you still have your work cut out for you over the next 90 days. Client onboarding is the Read More

A Broker’s Guide to Client Retention

As a health insurance Broker, client retention is an important, if not the most important, aspect of your business. From a cost perspective, retaining clients is five times cheaper than acquiring new ones, according to an Invesp survey. In order to retain clients, you need to provide consistent value and positive experiences to the Groups Read More

8 Must-Attend Health Insurance Broker Conferences in 2020

Mark your calendars! The spring and summer months can be a busy time of year for health insurance Brokers. In preparation for open enrollment (your real busy season), organizations, such as the Self-Insurance Institute of America and BenefitsPro, host their annual conferences, forums and expos. These industry-leading events serve as great opportunities for Brokers to Read More

A Marketing Plan for Health Insurance Brokers

The health insurance business is about building and maintaining relationships. That starts with good marketing. When developing your marketing plan, you’ll need to find new and creative ways to market your services. Below, we’ve listed several marketing ideas to better engage with your target audience. Create Customized Landing Pages to Attract Clients In a competitive Read More

4 Cross-Selling Strategies for Insurance Brokers

As a health insurance Broker, you know how important client retention is to your business. In fact, Gartner found that 80 percent of your future revenue will come from 20 percent of your existing customers. Cross-selling is a great way to capitalize on your current client base to generate more revenue, while adding value and delivering Read More