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Posted by on Sep 29, 2016 in Agent Insight, Featured, From the Blog | 0 comments

5 Things Account Managers Wish You Remembered this Enrollment Season

5 Things Account Managers Wish You Remembered this Enrollment Season

It’s the busiest time of year for brokers, as the 2016 open enrollment season kicks off. Are you prepared to take the field?

To help you make this the most successful enrollment season, we spoke with several account managers with enrollment expertise. Through our discussion, we found that there are a few things expert brokers can forget that may get them stuck in the trenches. We also collected 15 resources to add to your broker tool bag to help you become an enrollment pro.

5 things account managers wish you remembered this enrollment season:


1. Double check your paper work. 

Clean submissions are the only way to guarantee a fast implementation for group enrollments. Be sure you have all the necessary paperwork filled out and completed—including dates of birth, beneficiaries, special billing requests, etc.

At AlwaysCare, we provide our brokers with a “New Case Submission Checklist” which helps to expedite cases by listing the applications and forms needed for each product.  For example, disability benefits often require an employee’s salary in order to fulfill enrollment — a request that is often overlooked.

2. Are you appointed with the right carrier?

In the midst of a hectic enrollment season, brokers may overlook their appointment paperwork when submitting groups. Make sure you’ve got the right contracts and certifications in order to offer the services your clients want.

3. Include group ID numbers or member ID numbers when submitting questions and follow-up communications. 

A simple way to receive fast service from your account managers! Providing this information eliminates confusion or miscommunication.

4. Promote a health carrier’s mobile app. 

Mobile apps offer the benefits information employees need most — and can help to alleviate the onslaught of requests for benefit summaries and replacement ID cards.

Because enrollment season volume can delay the time it takes for members to receive their ID cards, we recommend new members download our mobile app, AlwaysAssist, to expedite the process. AlwaysAssist provides members with up-to-date ID cards, a network provider locator, easy account management and access to their benefit summaries and claims. It’s user-friendly, secure and free!

5. Partnering? Send notifications. 

If you’re partnering with another broker or agent for a group case, be sure to notify your account manager so all parties involved can receive proper compensation. This is one thing that can easily slip through the cracks.

As promised, here are 15 other resources to get you through this enrollment season—and to make it the best one yet!


  1. 5 ways for brokers to help clients navigate open enrollment
  2. Handling clients’ frequently asked dental insurance questions
  3. Tips for an easier enrollment season
  4. Last minute tips to increase enrollment numbers
  5. Enrollment crash course: why LESS is more in selling
  6. 3 communication secrets for successful benefits enrollment
  7. Handling clients’ frequently asked dental insurance questions
  8. Best practices for salespeople who work at home
  9. 8 self-limiting sales beliefs the best reps don’t have
  10. 18 ways to lose a sale
  11. 5 tips to make this the best open enrollment season ever
  12. 10 sales behaviors that prospects dislike
  13. 3 important reminders of ACA and essential dental benefits
  14. 22 inspirational sales quotes
  15. Useful YouTube channels for agents

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