Group insurance can be busy and often times overwhelming. Whether you’re a brand new Advisor or one with twenty years of experience, having someone to provide you with the resources you need to succeed can have a big impact.
Benefits by Design (BBD) Inc. believes in supporting Advisors and helping them grow their business through access to innovative technologies, quality content and resources designed to make your job easier.
Here are five major ways that BBD supports Advisors:
1. Access to Nomad
Nomad is our secure, online benefits portal. It’s your one-stop-shop for everything to do with your BBD clients and groups. You can view a full list of your clients with BBD, access a summary of their information, view your in progress quotes and sales, and run reports such as a group record summary – all from one portal. We also provide you with a “Resources” tab where you’ll find all of the forms you need, but also important information and announcements from BBD.
2. Supported by a National Team
We have always been a national team with offices across the country, but we have recently made some internal changes to really make this a part of our identity. Advisors still have one main point of contact in their Regional Directors, but those Regional Directors are now supported by a dedicated Account Manager. The Account Manager assists behind the scenes and gives added support to busy Advisors.
3. Webinars on Timely Content
Webinars are a fantastic way to digest information and gives Advisors the ability to ask questions of an expert on a given subject in real time. In 2018, we’ve held webinars on the renewal process, Long Term Disability (LTD) trends and claims issues, and more! Our next webinar, “Biologics & Biosimilars: A Green Shield Canada Perspective” is coming up on Tuesday, October 16th and provides excellent insight into the current Canadian biosimilar market.
4. Regional Directors
Regional Directors work closely with Advisors to help them and their clients, and we believe in their mission so much that in early 2018 we added two new ones to the ranks, bringing our total up to eleven. Now our Regional Directors across the country cover less ground, but have a narrower focus, allowing for a greater focus on who’s most important – you. Looking to get in touch with your Regional Director?
5. Partner Forums and Other Events
Partner Forums bring together our Advisor partners to discuss industry trends, exciting new products and more. More recently however, we have shifted the focus of our Partner Forums to be all about you and your own professional development, such as sales training workshops. Our upcoming Partner Forums are listed below:
Upcoming Partner Forums
|Port Coquitlam – October 23rd||Port Coquitlam – October 24th|
|Calgary – October 25th||Victoria – November 1st|
Interested in attending one of these Forums? Contact your Regional Director.