Workflow Automation For Better Employee Benefits Communication


Every Insurance Agent Tells The Same Storybetter health insurance broker service

If you are a health insurance broker, this story is going to sound very familar.  It's this same story over and over; dozens of times each day in the office of every single group insurance broker.

The phone rings. It’s the group benefit administrator at a client asking if a fax or email was received with a new enrollment or termination, or they want to know why a person is on the group bill or not on the group bill.

Often Members will call with questions about benefits, or they may be looking for the forms needed for plan administration. They may have questions on how to search a provider network, or they might be looking for information about the Rx mail order or gym reimbursement benefits. They may simply be wondering when they will get their member ID card.

Many of these routine questions are not resolved on that first inbound call. Often some research is required by the insurance broker; another call or more may be needed before the client finally gets the information they need.

frustrated typical insurance brokerThis Is The Great Time Suck

This is the type of back and forth client service work that can consume a large part of the day and prevent the insurance broker from being able to focus on generating new business.

These are all very reasonable questions that all of your clients and their employees will ask at some point. They might not reach out to ask you directly, but they will most certainly need this information. They will contact HR, other employees, or their friend the insurance broker.

In a perfect world, rather than waiting for these questions to be asked, it would be better to proactively communicate this information out to members and to group benefit administrators as the member transaction forms are being processed by your agency.

Most insurance brokers think that the idea of proactively communicating benefits and other plan information sounds like a great idea but that there simply is not enough time in the day.

There Is a Better Wayhealth insurance broker

Each insurance agency has their own way of managing enrollments, terminations and changes or what we call Member Transactions.  Some people track them in Microsoft Excel or in a Word doc, some people have a paper based system on their desk, while there are others who don't track this at all.

Using Workflow Automation specifically designed for the health insurance broker, progressive insurance agents have improved the service they provide to clients, increased client retention, reduced the number of inbound client service phone calls and reduced the time required to service existing clients while ALSO WINNING MORE NEW BUSINESS.

Learn more about workflow automation and how it will impact your insurance agency.  

CLICK HERE to Learn More About Automating Your Insurance Brokerage

Call 646-461-3000 or email to speak with an expert.

About The Author

With over 20 years of experience in the world of employee benefits and insurance technology, Jason is the founder and chief evangelist of BenefitsGuide, an insurance agency management system and CRM built entirely on the Salesforce Platform that streamlines the process of selling and servicing group insurance and employee benefits from the perspective of an insurance broker, general agent, PEO, and insurance carrier. Jason also owns and oversees the group insurance brokerage based in New York that he founded in 1996.