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How to Win New Business in 2020

Seemingly overnight, COVID-19 has changed the way we do business. Now, to keep supporting you, we created a checklist to help you win new BORs one step at a time while keeping physical distance.

Give yourself enough time to complete every step. If 10 steps is too much, determine which ones are the most relevant for your agency.
Don’t forget to check out the additional materials shared within each step. There is always more to do!
Open or print the checklist to track your progress regularly.

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The Checklist to Win New Business


We know it can be intimidating. From payroll vendors to PEOs and direct-to-employer HR software, everyone is gunning for your business.

We have spent five years helping 1,500+ brokers grow their agency with our benefits administration and HR system. Now, we’ve simplified the process even further by creating a checklist to help you win new business one step at a time.

Why Ease

Are you ready to implement technology and become a digital broker? Ease helps insurance brokers offer their SMB clients better service through simple technology. Ease makes it simple to set up and manage benefits, onboard new hires, stay compliant, and offer employees one destination for all their human resources information. Today, more than 70,000 SMBs use Ease for benefits and HR.

Contact an Ease Team Member

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