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Gear Up For Open Enrollment!
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open-enrollmentIt's That Time of Year!  

Open enrollment season is here!  Don't forget to access LegalShieldonDemand.com and the Express Download Site for the materials you need for a successful enrollment.  Below is a list of commonly used enrollment materials: 

  • The customizable enrollment flier on LegalShieldonDemand.com. 
  • Legal Plan and IDShield fact sheets, which can be accessed from the Express Download site.
  • The customizable Employee Benefit Booklet template on LegalShieldonDemand.com.
  • The Employee Benefit Apllication on the Express Download Site under "Applications."

If you're offering specialty products such as CDLP and small business products, or have clients offering our products as fringe benefits, please contact Broker Services for guidance and clarification. 

Open Enrollment Articles and Resourceshandsintheair380x260_crop380w 

An important aspect of successful benefits sales is staying abreast of trends in the voluntary space.  Get ready to have meaningful conversations with your clients by acquainting yourself with these articles and resources: 

Survey-imageThird-Party Research 

Stay on top of trends in voluntary benefits and enrollment with the latest industry research and studies.

Rewards, penalties gain traction as motivators to improve wellness.  During the past three years, the percentage of U.S. employers using “health-contingent” incentives — rewards or penalties based on an employee’s completion of a wellness activity or achievement of a specified health outcome — has increased slowly but steadily.  Click the link above to learn more.

Express Download Updates 

The Express Download Site has been updated with information about our recently launched legal and identity theft products.  The new marketing materials include:

  • ALL Decision-Maker presentations have been updated and include versions for Canada and the USA, (including specialty presentations for FL and TN, NY, NV, MA and HI).
  • A new flier that details member benefits, discounts and perks available to ALL LegalShield and IDShield members.  These benefits are an important value add in all selling situations.
  • Unexpected legal questions arise every day, and many times customers don't realize their finanicial issue is also a legal issue. The popular "101 Reasons to Use LegalShield" has been updated and reformatted, and is now available on the Express Download Site.

To access the site, visit the registration page, fill out the form, and you will be redirected to the download site.  Feel free to share this with others in your firm.

Express Downloads 

  

 

Tools and Resources

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Ordering Marketing Materials

To order marketing materials, call 855-572-7653 and give the phone consultant the appropriate document number:

  • HR Trifold Brochure (#53896)
  • LegalPlan Flatsheet (#53943)
  • SB Flatsheet (#54020)
  • IDT Flatsheet (#53879)
  • Portfolio of Services (#54024)
  • CDLP Brochure (#51648) 

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Product Videos

The video library represents a general overview of our plans and is an important sales tool as you present our products to your customers. Our plans vary from state or province, so please go to the Personal Legal Plan section for specific details.  Click here to view our most popular videos.

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Information Enrollment Website

Would you like to show your customers what a customizable LegalShield Business Solutions enrollment website looks like? The www.legalshield.com/info/brokerenrollnew  information site is a useful tool to show decision makers and potential members the user experience for enrollments.  To have a custom, branded website created for your client employee enrollments, please call Group Services at 580-421-6326 or email groupmarketing@legalshield.com.