Instant Enroll Templates

Introduce to a Client/Prospect - Template #1

Dear [Client],

As [Agency Name] continues to expand our range of affordable online tools and resources to our valued customers, we are currently featuring our exclusive enrollment tool.

Instant Enroll greatly streamlines the enrollment process for both large and small groups. This online tool allows employees to fill out enrollment information one time via a secure website and print out a number of completed carrier applications, which is an incredible time-saver for employers and saves all parties the hassle of chasing down missing information. Employees are required to complete all of the required information before continuing through the process.

Click here to view a short overview

Best yet, all entered information can be saved in the system for future year’s renewals, speeding up the process even more in subsequent years.

I'd like to take the opportunity to explain this great resource in more detail. For more information, please don't hesitate to contact me.

Thanks,

[Producer]

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Introduce to a Client/Prospect - Template #2

Dear [Client],

As [Agency Name] continues to expand our range of affordable online tools and resources to our valued customers, we are currently featuring our exclusive enrollment tool.

Instant Enroll greatly streamlines the enrollment process for both large and small groups. This online tool allows employees to fill out enrollment information one time via a secure website and fax forms directly to the carrier's billing department. This is an incredible time-saver for employers and saves all parties the hassle of chasing down missing information.

Click here to view a short overview

Best yet, all entered information can be saved in the system for future year’s renewals, speeding up the process even more in subsequent years.

I'd like to take the opportunity to explain this great resource in more detail. For more information, please don't hesitate to contact me.

Thanks,

[Producer]

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Introduce to a Client/Prospect - Template #3

Dear [Client],

As [Agency Name] continues to expand our range of affordable online tools and resources to our valued customers, we are currently featuring our exclusive enrollment tool.

Instant Enroll greatly streamlines the enrollment process for groups that are required to submit to underwriting when shopping for carriers. This online tool allows employees to fill out their health information one time via a secure website and print out a number of completed carrier health applications, which is an incredible time-saver for employers and saves all parties the hassle of chasing down missing information. Employees are required to complete all of the required information before continuing through the process.

Click here to view a short overview

Best yet, all entered information can be saved in the system for future year’s renewals, speeding up the process even more in subsequent years.

I'd like to take the opportunity to explain this great resource in more detail. For more information, please don't hesitate to contact me.

Thanks,

[Producer]

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General Follow Up

Dear [Client],

Thanks again for your time on the phone earlier today. As we discussed, our agency uses software that greatly streamlines the enrollment process for both large and small groups. This online tool allows employees to fill out enrollment information one time via a secure website and print out a number of completed carrier applications, which is an incredible time-saver for employees and saves all parties the hassle of chasing down missing information.

Employees are required to complete all of the required information before continuing through the process and all entered information can be saved in the system for future year’s renewals, speeding up the process even more in subsequent years.

Click here to view a short overview

I look forward to speaking with you again soon. For more information, please don't hesitate to contact me.

Thanks,

[Producer]

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