Q4 is quickly approaching, and this year it has an added element of pressure — a new remote workflow.
We know Q4 can already be a stressful time for benefit advisors, so we’ve put together a helpful guide for getting ahead in this uncertain climate.
How to Get Ahead of Q4
1. Upgrade to a Digital Tool Kit
This year, you can’t rely on printing proposals and dropping them off at your client’s office. To streamline your new digital workflow, make the move to a tool like Benefix, which allows you to generate multi-carrier PDF proposals in minutes instead of hours.
TIP: Using tools that have multiple capabilities under one platform can shave days off your normal Q4 workload. Benefix’s free digital tool kit allows you to quote, tackle renewals, and generate custom proposals. Learn more here.
2. Upload Your Book of Business
Once you have your digital tools picked out, start uploading your book of business in advance. This helps save time in Q4 so you can focus on giving your clients an excellent experience instead of drowning in administrative tasks.
Benefix has an easy Census upload template so you can import your small groups easily.
“Benefix is definitely freeing up my staff to be able to spend less time gathering data and running quotes and spending more time on more valuable tasks such as providing exceptional client services.”
-Kathy Nosti, Director of Producer Services
3. Set Up and Customize Your Proposal
Customizing your proposal before Q4 allows you to start quoting as soon as. the Q4 rates start rolling in. With the Basic Plan on Benefix, you can edit your default sort order and customize your brand colors.
Interested in the Benefix Platform?
Benefix is an all-in-one, quote-to-card digital solution for brokers. With Benefix, you can:
- Quote multiple carriers in multiple states
- Generate proposals in minutes
- Submit digital enrollments directly to the carrier
- And SO much more
Want to learn how Benefix can digitize your workflow this Q4? Sign up for a the free digital toolkit.
