To start, an all-in-one technology platform is a great option to consider. To maximize efficiencies, this technology should include:

Lightning-fast quotes: Say "goodbye" to folders, spreadsheets, and paperwork. A centralized database can be leveraged to quickly generate quotes from multiple health insurance carriers, including medical, dental, and vision providers, plus HSAs and HRAs.
Side-by-side features: Platforms that offer the ability to compare quotes side-by-side are becoming an expectation with clients. Not only does this capability provide your client with the most competitive and comprehensive benefits package options available, they'll be able to see it for themselves within the platform.
Comprehensive paperless proposals: The creation of paperless proposals, along with functionality to email a proposal directly to the client for review, eliminates a number of steps while expediting decisions.
Digital enrollment: When a proposal is agreed upon, the option for a client to continue the momentum is key. You should only consider platforms that allow a client to move directly into benefit plan enrollment upon agreement. Or, if there are changes to be made, having the option to do it within the same platform, in real-time, is a valuable asset to have.
Simple billing: Since we're apart, we need to be better connected. Finding an end-to-end platform that can bring carriers, brokers, HR administrators and employees together in one place removes unnecessary paperwork and eases the workload for everyone, allowing them to focus on more important matters.

The insurance industry needs to embrace technology, as remote work becomes the norm and not the exception. Being able to leverage tools and platforms to bring you closer to clients, even if you're not in the same room, is a gift. Start the conversation with your clients. Learn how remote working has affected them and educate yourself on what technology solutions are available to create new efficiencies and build your business, even if it's from your dining room table.

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