It's coming. Openenrollment, employee meetings, proposal creation, presentations,RFPs, countless calls from customers and emails to carriers.Renewal season will be here before we know it and now isthe time to start preparing.

In addition to a bottomless cup of coffee, what can help makethis time of year less stressful and more strategic? The answerlies in technology. Following are five ways automation and softwaresolutions can help you thrive this renewal season:

  1. Proposal creation – Developing uniquepresentations, quotes and proposals for every client and prospectcan be incredibly tedious. Fortunately, there are tech tools available to help streamline andprovide quality control for each of those activities. For example,a quote automation tool can significantly improve efficiency, whilea presentation creator ensures you are developing consistent,accurate materials. These types of solutions free up your time tofocus on what's most important — strategic consulting for yourclients.
  2. Commission tracking – Managing commissionstatements has previously been a tedious task with plenty of roomfor error. Not anymore. There are now resources available thatenable users to more easily process and validate payments receivedand gain better insight into their agency's commission revenue. Newtechnology allows agencies to:

Complete your profile to continue reading and get FREE access to BenefitsPRO, part of your ALM digital membership.

  • Critical BenefitsPRO information including cutting edge post-reform success strategies, access to educational webcasts and videos, resources from industry leaders, and informative Newsletters.
  • Exclusive discounts on ALM, BenefitsPRO magazine and BenefitsPRO.com events
  • Access to other award-winning ALM websites including ThinkAdvisor.com and Law.com
NOT FOR REPRINT

© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.