If you put value out in the market the market will return value to you.
Ensure that every employer you meet with know you are there to ask questions, uncover problems and offer solutions. From your perspective this means you'll earn the opportunity to demonstrate your value and earn new business!
DO NOT BE ANOTHER BROKER OFFERING TO QUOTE BENEFITS, anyone can take requests from employers already looking at their benefits.
Engaging a new employer is about creating your own "trigger event" either curiosity to learn more, identifying a gap in services or ultimately uncertainty in their current Advisor who may not be serving their needs.
Trusted Advisors leverage positive experiences from one employer to freely offer valuable insights to the next, you're here to help!
The goal in engaging employers is to be recognized as the source of expertise, advice, insight and solutions. Your experience paired with CloudAdvisor benchmarking, plan audit and solution library is a formidable duo to do just that.
Advisors can begin a steady marketing campaign based on "Documentation Content" vs "Content Creation". Anonymize and Share Stories of successful engagements with other employers, strategies that saved the day or solutions that brought real impact.
Where can "documentation" content come from?
Every meeting with a client is a new story. Advisors can anonymize details, different date, location, industry, region, group size, provider and share the message of the story.
Advisors can be the hero of that story that saves an employer from making serious mistakes, mistakes that cost money and time and impact employees and their families.
The stories can be shared in short social media posts with a hook built-in:
- benchmarking insights that changed an employer's view on benefits
- recommendations on a strategy that employer's wouldn't uncover without their advisor
- considerations for long term planning that changed the focus from annual renewals to multi-year planning
- new solutions that added a tremendous amount of value and were greatly appreciated by employees.
Stories, not just content can help engage new employers, seeing themselves in your stories and opening the door to meeting with you, and a trigger event to evaluate their benefits plan.
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