Open enrollment: 3 tips to win new business before

Here are three steps brokers can take now to improve sales, grow the pipeline and win new business before the fourth quarter.

By Alex Tolbert | August 06, 2018 at 02:28 PM

open enrollment Related: 10 tips to ease the open-enrollment process

Build a playbook

Adopt a platform

HR software

Focus on people

growth for your agency Alex Tolbert is the author of “Online Benefits Technology: The Strategic Broker's Guide” and leads BerniePortal, an all-in-one HR platform built for brokers by brokers. Before he started the BerniePortal, he worked primarily as a group health insurance broker.

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