What’s in the e-book? 

For brokers, open enrollment can be a  stressful time with paperwork, deadlines, and of course, never-ending client support. Traditionally, open enrollment is inefficient, which is frustrating for you and your clients!

But there is a better way. With an online benefits platform, you can cut the paperwork, reduce errors, and make it easy for your clients to maintain and update their own records–meaning less time for you in perpetual support mode.

In this e-book we'll cover how a benefits administration platform can make open enrollment a breeze, but also a few of the tips we've picked up along the way from our own open enrollment experiences.


 

Download e-book

DOWNLOAD E-BOOK

Introduction

02

04

Communication

05

Go online with a benefits platform

06

Implement with clients the right way

08

Post-open enrollment

10

Copyright 2017 BerniePortal

BROKER'S GUIDE TO OPEN ENROLLMENT

Full Chapter List

How to streamline processes and reduce errors

1-844-218-0909

Prepare Early

Fix the following errors:
Hide