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.
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Introduction
02
04
Communication
05
Go online with a benefits platform
06
Implement with clients the right way
08
Post-open enrollment
10
Copyright 2019 BerniePortal
BROKER'S GUIDE TO OPEN ENROLLMENT
Full Chapter List
How to streamline processes and reduce errors
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