The New Enroller: What You Need to Know
Enrollers are an important part of our industry, but they aren’t often a part of our studies and research projects. The Enroller Resource Center and Eastbridge Consulting Group teamed up to remedy that with the release of our collaborative study: The New Enroller: What You Need to Know.
The objective of the project was to learn about enroller opinions regarding voluntary business. More specifically, the study was designed to help insurance carriers and other companies in the voluntary business better understand the needs of independent enrollers. (Note that enrollers who are dedicated to a single carrier or who are actual employees of carriers were not the target audience for this study.)
The report covers topics such as:
- Number of days spent enrolling
- Types of compensation
- Types of contracts
- Types of hiring entities
With this report, carriers and others can learn what is important to enrollers and how to attract and keep the best enrollers.
Order Info: The New Enroller: What You Need to Know is available for purchase for $2,000. To purchase a copy, you can email Eastbridge at info@eastbridge.com or call (860) 676-9633.
Table of Contents
1.Executive Summary
A. Key Study Findings
B. Recommendations
C. Study Background and Objectives
D. Methodology
2. Detailed Findings
A. Time Spent Enrolling
1. Number of Days per Year
2. Days by Quarter
3. Feelings about Number of Days Worked
B. Compensation
1. Per Diem
2. Preferences
3. Bonuses
C. Products
1. Number of Products Enrolled
2. Platform
D. Contracting
1. Source of Contracts
2. Types of Contracts
3. Finding Jobs
E. Carriers
1. Number of Different Carriers
2. Most Frequent Carrier
3. Needed from Carrier to be Successful
4. What Carriers Should Know
F. Enrollment Specifics
1. Type of Enrollment
2. Method of Enrollment
3. Multiple Carriers in an Enrollment
4. Enrollment Systems
5. Travel
6. Enrollment Teams
G. Satisfaction with Being an Enroller
H. Demographics
1. Length of Time as Enroller
2. Where Trained as Enroller
3. Other License
I. Trends and Changes
J. Future Plans
3. Qualitative Interview Results by Question
|
