The Voice of the Enroller: What Carriers Need to Know
Enrollers are an important part of our industry, but they often are not a part of our studies and research projects. That’s why the Enroller Resource Center and Eastbridge Consulting Group have teamed together for a second time to examine enroller opinions on the voluntary business. The updated study entitled, The Voice of the Enroller: What Carriers Need to Know, is designed to help insurance carriers and other companies in the voluntary business better understand the needs of independent enrollers—those dedicated to a single carrier or who are actual employees of carriers were not the target audience for this study. The report presents the most recent findings and, where appropriate, compares these to the first study’s results. Carriers can use this information to fine-tune their policies and practices and, in turn, increase their pool of quality enrollers.
The report covers topics such as:
- Time spent enrolling
- Types of compensation
- Products enrolled
- Type and sources of contracts
- Carriers used
- Enrollment specifics (i.e., case size, methods, training)
- Enroller satisfaction
Over 500 enrollers participated in the survey. In addition, 25 in-depth interviews were completed. 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 Voice of the Enroller: What Carriers 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. Typical Case Size
2. Type of Enrollment -- Voluntary and core
3.
Method of Enrollment
4. Multiple Carriers in an Enrollment
5.Training for a Given Enrollment
6.
Enrollment Systems
7. Travel
8. Enrollment Teams
G. Satisfaction with Being an Enroller
H. Demographics
1. Length of Time as Enroller
2. Other License
3. E&O Coverage
I. Trends and Changes
J. Future Plans
K. Analysis by Enroller characteristics
1. Case Focus
2. Enroller Tenure
3. Carrier Hired Versus Enrollment Company Hired Enrollers
4. Part-time Enrollers
5. Voluntary Only Enrollers
3. Qualitative Interview Results by Question
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