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Who wants to be buried in paperwork at the end of the year? With some strategic planning, the fourth quarter doesn’t have to be a headache. Watch the video recording as we discuss how brokers and agency support team members can have the best Q4 ever.
Strategizing the fourth quarter:
Planning ahead for smooth renewals
Adopting a tech solution:
Forget faxing – enrollment’s online this year
Communicating effectively:
Tips for every stage of the process
Executing a firm timeline:
How to get wrapped up by mid-December – really!
With open enrollment right around the corner, now is the time to strategize your Q4 game plan.
Webinar Series:
Best Q4 Ever!
1. Knowing your strategy & crafting
your message
2. Handling client conversations
3. Building better business
strategies for increased revenue
and efficiency
Speaker: Craft Hayes
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In this video we'll discuss: