Insurance Broker Blog

3 Handouts to Wow Your Clients and Prospects

In the age of the internet and social media, handouts that showcase your business might have been pushed aside in favor of content marketing. But physical handouts such as flyers, brochures, and educational guides can still deliver a lot of value to your clients and prospects! In fact, handouts and “old” marketing collateral can bolster your content marketing efforts by providing your prospects with ways to find you online and bring your quality content to them and their employees. Here are three handouts that can take your content marketing to the next level!

  1. Agency Brochure

The company brochure might seem like a thing of the past – after all, who needs a brochure when detailed information about your business can be found on your website in an easy and interactive format? But these materials can still be a huge help! When you meet with prospects, having a brochure or pamphlet that showcases who your business is allows you to put something in their hands that will remind them what you bring to the table.

Keep in mind, a brochure shouldn’t be cumbersome with information, but instead act as a concise resume for your company. It should say who you are, what you do, and how you are successful in helping your clients. Most importantly, it should be engaging enough for your prospective client to want to learn more about your company – whether online or from you! Each page should link to your website or social media channels where the reader can gain even more insight. Some timeless tips for agency brochures in the digital age can be found here.

 

  1. Educational Material for Employees

According to Policygenius, more than 27% of people said uncertainty over their health insurance led them to avoid getting healthcare. That means more than half of employees are not receiving the proper education on their benefits which allow them to make sound healthcare decisions for themselves and their families. Here’s where you can save the day.

Showing that you’re committed to that education year-round can be a big difference for your business. Flyers, tip sheets, blogs, or other content geared toward educating your clients’ employees on their benefits can make their lives easier and employees confident in their healthcare choices. It’ll show them that their benefits success is important to you and allow them to put their trust in you and your business.

Educational materials can be pamphlets, flyers, or guides about coverage, preventive care, and other topics that could be helpful to employees. If you are looking for some examples, Centers for Medicare & Medicaid Services (CMS) has a ton of educational resources available on their website.

 

  1. Open Enrollment Tip-Sheet or Terms List

Open enrollment is one of the most important times of the year for you, your clients, and their employees. At open enrollment meetings you’ll speak to employees about the process of selecting their new benefits, field any questions, and provide the information they need to make educated decisions about their benefits. Coming to these meetings prepared with handouts that address frequent questions, concerns, or confusing terms can keep you organized and make life easier for employees and Human Resources staff alike – so bring them!

Some good examples of open enrollment materials that might be helpful to members are smartdollar.com’s open enrollment benefits cheat sheet or our very own open enrollment cheat sheet. Check them out!

Handouts and physical marketing materials can work with your content marketing efforts and establish you as an advocate for your clients. A few simple content pieces can show you are committed to educating your clients’ employees, making open enrollment easier, and giving a snapshot of all the services you offer – opening the gate to your online content and helping to tell your story. To learn more about how storytelling can help your business, check out our guide to storytelling. And don’t forget to download our broker Social Media guide below!

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