How to Have a Better Conversation With Your Clients at Renewal Time

Maintaining a healthy client relationship is key to a successful business. When it comes time for renewal, you must have an open and honest conversation with your clients about what you can offer them and how you can continue working together.

One of the first issues to address are the companies with high turnover rates. The assisted living, restaurant, and trucking industries for example each have high turnover. One of the main reasons employees leave and go to a competitor is to make a little bit more money, but they would stay if there was a quality health plan in place that they could afford.

If you can implement a minimum essential coverage plan (MEC) with some of these companies, it will show value to the employees. By partnering with a company like Evolved Benefits, where we've invested a lot of money into our back-end systems, we make life easy on you as a broker and very easy on a company to implement our products.

Any HR director will ask themselves this question when you're bringing a new solution at renewal time, “Is this solution going to create more work for me?” And if the answer is yes, when you leave, they're going to influence that CEO to not go with that solution because they don't want the extra work.

Our solutions are straightforward to manage. We have in-person customer service available all day, and our employer portal is very user-friendly.

I encourage you to reach out and I'll give you a demo of how everything works.