Free Webinar
How Brokers Can Ask the Right Questions to Win and Retain Clients
On-Demand
35 minutes
Every busy season, brokers struggle to find the time to offer each client a high-quality OE service. Tailored service is key for making a strong impression on clients to retain them before renewal. In this webinar, broker expert Chris Marincik will show how surveying employees and clients throughout the open enrollment process will help you address the unique needs of each business you serve.
Chris Marincik
Manager, Broker Channel
In this webinar, you'll learn:
Earn customer trust by presenting a data-backed benefits package within a client’s budget
Set yourself apart from competing brokerages by offering prospects a benefits package that addresses their organization’s specific needs
Save time when building tailored benefits plans to maintain high quality service, even as your book of business grows
Retain clients by collecting specific and actionable feedback to improve your service and your client’s experience
Back
How Brokers Can Ask the Right Questions to Win and Retain Clients
Retain clients by collecting specific and actionable feedback to improve your service and your client’s experience.
Speakers
Key Takeaways
01
Client surveys can help you retain them and win more.
Surveying your clients will allow you to set yourself apart from competing brokerages by offering prospects a benefits package that addresses their organization's specific needs. Nothing earns a customer's trust like a data-backed benefits package within their budget.
02
Make sure to ask the right questions.
You should ask questions that gauge the level of employee satisfaction, help you determine clear next steps, and help you understand what employees are actually looking for. Knowing your client well is a great tool for retention.
03
Knowing when to ask is important, too.
Asking clients well before their renewal window is a great time to discover if what they're looking for in a provider has changed, and acknowledges that their needs are being considered. For new clients, it's important to ask key questions at the start so you understand their expectations.
Quotes
Surveys can help set you apart from all the other brokers out there by tailoring it more to your customers' needs versus being generic with how you engage with your customers.
Chris Marincik
Manager, Broker Channel at Rippling
After a busy Q4, a lot of brokers lose sight of the follow-up, and the timing of the follow-up. You want follow-up with your customers while it's fresh, because they're are going to forget what the experience was like 3 months ago.
Chris Marincik
Manager, Broker Channel at Rippling
Questions
How does Rippling compare to similar services?
There’s nothing quite like Rippling. The all-in-one platform offers all of the capabilities that HR, IT, and Finance admins might need to magically simplify their work. This can replace a wide range of other tools, plus, 500+ integrations means we play nicely with all of your existing tools.
We’re currently using another payroll provider, but I love the ease of Rippling. How painful will it be to make the switch?
Easy. You don’t have to wait until the end of the year. Our team will help you pick up your payroll right where your previous provider left off – including importing payroll information and analyzing to ensure taxes are filed and paid accurately, without interruption.
Can I buy each product separately? How does pricing work?
Rippling starts at $8 a month, per user. There are many ways to configure your final Rippling setup, so more detailed pricing depends on what products and services you need. You can explore our products or request a free quote.
