Health Insurance Brokers
Streamline Client Communications With This Simple Solution
Benefits brokers know it’s extremely important to communicate with their clients constantly. In fact, timely renewal reminders are proven to boost client retention. But, it’s time-consuming and resource-intensive to keep in touch with clients. It’s easy for communication tasks to take a backseat, especially as you’re busy handling benefits regulation, client management, sales, compliance, and more. The good news is, there’s a solution that can automate these tasks and take stress off your plate.
With TPA Stream Communications, you can streamline time-intensive processes and provide helpful resources for your clients. You can automate everything from renewals, updates on member plan participation, tips for engaging employees around their benefits, and more. You can also send open enrollment reminders, HSA spending updates, and anything else you might need to offer. If you’re interested in putting client communications on auto-pilot, set up a demo with our team today.
Explore Our Benefits Administration Software for Brokers
Easily Send Communications
Brokers understand the importance of being in regular contact with their customers. But it’s hard to keep up with, especially with other tasks that take priority. With the Communications tool, you can easily send emails with accurate, up-to-date information that delights your audience.
Increase Plan Engagement
85% of employees are confused about their benefits. As a broker, you can send helpful information that educates users about how to use their plan. Using our ready-made templates, you can put together a campaign in minutes.
Create Targeted Campaigns
Segmenting emails is a powerful way to achieve maximum engagement. With our tool, you can encourage HSA/FSA plan utilization with data on plan balances and other important information.
Get Started with Our Benefits Administration Software for Brokers
Complete the lead form to learn how you can delight your customers and offer them value-added service that your competitors just can’t beat.