Partner resources

Open Enrollment can be a confusing time for employees. This period worsens the problem as employees are asked to select benefits many don’t understand. The stress that comes with this period presents a fantastic opportunity for dental insurance brokers. You can show employer groups that partnering with an industry expert solves benefits problems. Bring your “A” game and be prepared to answer these top open enrollment questions. View infographic here.

With digital meetings becoming the norm, how to get the most out of open enrollment meetings is on everyone’s mind. Keeping track of everything during online open enrollment can be a challenge. Here are some tips to make your next meeting a success - both for you and your clients! View enrollment tipsheet here.

Open enrollment is more than meeting with employees to help them choose a plan. It's making sure you understand each company’s goals and priorities, matching your offerings to their needs and helping them reach those goals in any way you can. Don't just be a person who sells insurance. Become a dental benefits guru. Keep on top of trends, understand your audience and how best to communicate with them and help your clients offer the best benefits available with minimal stress. View open enrollment article here.

Brokers play a big part in helping clients navigate the ACA’s requirements. Brokers need to stay on top of their groups to make sure they remain in compliance and understand the mandates, even as the law evolves. View the ACA e-book here.

Health care reform. Affordable Care Act. “Obamacare.” It’s called many things but one thing’s for sure—the terms and provisions can make your mind spin. This guide will help clear up some of the confusion...and explain the impact. View the ACA guide here.

The American Rescue Plan Act (ARPA) brought many changes to the health insurance world. But policy change can be difficult for your clients to understand and frustrating for your sales numbers. Luckily with a little planning and strategy, you can use the ARPA changes to help relieve your clients and strengthen your relationships. View the ARPA tip sheet.

Are you struggling to balance your work and personal life? As an insurance broker, you probably know the feeling all too well. And you are not alone. Sales burnout is real, especially for agents and brokers in a high-pressure environment. Learn more about sales burnout here.

As you examine what you would like to accomplish for your business during the year, it helps to devise strategies to help you stay on course and measure results. Whether you are pushing to build your professional network, gain more clients, or something else entirely, we have suggestions for how to make - and achieve your business resolutions. View the broker's new year checklist here.

Take a look at this checklist of tax deductions for insurance brokers that’ll help you get the most out of your tax return this year. View the broker tax deduction checklist here.

There is no shortage of jargon and acronyms in the insurance world. Being versed in dental insurance is mutually beneficial for you and your clients as they sign up for benefits and seek dental care. Read on to unleash your insurance superpowers! Read more on health literacy here.

Your client calls you with a question. Or you’re at open enrollment and there are employees with lots of questions. Between root canals, crowns, and capitation, chances are you are going to face questions about dental insurance terminology. So be sure to impress clients with your knowledge of dental insurance terms. View the 25 terms for dental brokers here.

Every employee wants a good dental plan. Dental is one of the most sought-after parts of an employee benefits package. 68% of eligible employees choose dental, making it the most enrolled employee benefit after medical insurance. But clients and employees alike can struggle to understand what makes one dental plan different from another. Here are 5 dental plan highlights to lead with so your clients will know what makes one plan better than the rest! View the dental plan highlights here.

Find out more about open access dental plans and how Solstice has redefined dental HMO. Read more about the plans here.

Here is a quick-start guide to one of social media's most powerful platforms. Learn how Twitter can connect with your clients and grow your business as an Insurance Broker. View Twitter guide here.

If you’re a health insurance broker looking to take your digital marketing to the next level, you might be wondering what you should do differently. Here are 5 tips to make your brokerage stand out online! View digital marketing tips.

This guide features recommendations for private exchanges, benefits administration, email marketing, document management, cloud storage, social media management and more. View tech tools here.

Learn how LinkedIn can broaden your professional network and grow your business as an Insurance Broker. View LinkedIn guide.

The winds of the digital age are blowing over the insurance industry and changing the way everyone does business. Years ago, it was the norm to market your products and services as an ancillary insurance broker via mailers, phone calls and print ads. Today, important business tools for insurance brokers include a website, blogging and social media. With this guide, you will get the information you need to use these tools and help your business thrive in the digital age. View business tools here.

This guide covers health care reform and the ACA, Group/Individual benefits, State sponsored insurance, CE credit requirements for brokers and much more. View broker sites here.

In a world where personal branding and online marketing go hand in hand, public speaking is one of the most effective ways to grow your business. According to the America Marketing Association, public speaking is one of the ways to present yourself as a thought leader and add value to the listener's experience. Read on to find out how public speaking can grow your business -- and how to get started. Learn more here.

Learn how to deliver engaging presentations and hone your client communication skills, plus discover important websites to bookmark. View e-book here.

As a dental insurance broker, you play a key role as an advisor for your groups — and part of that is consulting with companies’ human resources representatives. In this e-book, we’ll explore ways you can make effective recommendations and provide excellent assistance on several HR topics. 

From the ADA to NABIP, we’ve got you covered. View the e-book here.

Broker rivalry can be fierce in this industry. How can you differentiate yourself from your competitors? How can you show that you and your services are a cut above the rest? Here are three ways to shine with your clients. View the steps here.