Aug 05, 2020
Throughout August, we’re featuring tips from the LISI Sales Team on how brokers can prepare for a successful Q4.
Aimee Castillo, Inside Sales Manager for Orange County says that now is the perfect time to start thinking about your upcoming renewals since Q4 rates are out now. Get a jump start by starting the process early. Our current small group quote turnaround time is 24 hours!
Here are more of Aimee’s top tips:
- Collect an updated census from your groups to include employees and enrolled dependents
- Confirm any medical groups and physicians, so we can ensure the smoothest transition if they choose to move
- Submit the gathered information along with a copy of the renewal to your LISI team for a complete renewal analysis
- Schedule a call to review the quotes with your LISI sales team
to this: LA Regional Sales Director Frank Estrada and LA Regional Sales Manager Erik Emmerman are urging brokers to get their groups loaded into Ease early! Frank says, “Whether your group decides to change coverage, renew, or add a product line, having already set up a group in Ease will be one less step to deal with in Q4.” “Building out groups on Ease is the last thing you need to worry about at the last minute,” says Erik.
