Help clients understand their goals

Now that you’ve had a chance to think about finding and qualifying leads, let’s go a little deeper in how we can engage those prospects.

Understanding your client’s objectives is important as an advisor, but it’s even more important that the client understands them themselves. Here are some questions you should have your clients consider:

• What is the reason you plan to offer health benefits? (Employee demand? Attracting the top talent? The right thing to do for my employees?)
• What will the program’s primary goals be? (Provide coverage at a minimal cost? Provide flexibility to a diverse workforce? Attract and retain skilled employees?)
• What is the annual budget for providing coverage?

Before offering a health benefits plan, they need to know what their objectives are and understand the needs of their employees. Then, you can help them understand how myFlex can meet them.