Topic: Open Enrollment

    Three prospecting ideas for brokers
    By Emily Kubis on May 20, 2019

    Boost the pipeline It’s prospecting season for benefit brokers and advisors. This current slower season before open enrollment really...

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    What to do after open enrollment
    By Emily Kubis on December 10, 2018

    Post-open enrollment checklist Finally done with open enrollment? While you might be tempted to close the book on open enrollment until next...

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    How do I get employees to make benefits decisions faster?
    By Emily Kubis on December 7, 2018

    Tips for a smooth open enrollment Open enrollment can be a really stressful time for HR leaders. The annual period when employees renew or change...

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    Get open enrollment ready with a strategic schedule
    By Emily Kubis on August 8, 2018

      How to plan ahead for a smooth open enrollment Is your agency ready for open enrollment? With Q4 right around the corner, many agencies are...

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    The problem with premium reconciliation
    By Gretchen Smitson on February 13, 2018

    The problem Group insurance premiums constantly change. One day you onboard a new hire, the next you terminate an employee and next an employee...

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    BernieBill Basics
    By Gretchen Smitson on February 1, 2018

    What is BernieBill? BernieBill is a BerniePortal HRIS feature that allows employers to generate bills using real-time benefit enrollment and...

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    January 2018 BernieBill Updates
    By Gretchen Smitson on January 30, 2018

      What's new with BernieBill? BernieBill is a free BerniePortal benefits administration feature that allows employers to generate bills using...

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    Three sales strategies for your agency
    By Emily Kubis on December 6, 2017

    Boost the pipeline If you're looking to increase your pipeline you may be considering ways to grow your list of prospects and book of...

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    Three signs your platform isn’t performing during open enrollment
    By Emily Kubis on December 4, 2017

      What to look for Open enrollment is a make-or-break moment for benefits administration software. This is the time your agency will...

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    Does your software vendor provide open enrollment support?
    By Emily Kubis on November 13, 2017

      Three things to look for During open enrollment, most brokers are providing extended support to clients. From getting clients ready...

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