Virtual benefits meetings are likely to take the forefront during the COVID-19 pandemic. Though popularity of virtual meetings have been on the rise before the pandemic, COVID-19 practically requires them. Since virtual meetings are likely new to most benefits professionals, they can be intimidating. However, many of the standard keys to a good benefits presentation are also applicable to a virtual benefits meeting. Check out how you can repurpose your existing presentation to virtually drive enrollment.
A Stand Out Opener
The start of your presentation is such an important part since it sets the tone for the rest of the pitch. Especially when virtual, your opening should not only set the stage but also grab your audience’s attention. You could start off with a brief success story, an unbelievable fact that is relevant to your presentation, or even a quarantine story! When you stand out right from the start, your audience will be more engaged throughout your benefits meeting.
Virtual Benefits Meeting Visual Aid
Since you won’t be passing out fliers or brochures, be sure your audience has something that keeps them engaged. A virtual engagement solution like Benefits Zone helps you distribute information about the benefits offering for employees to review during the meeting and afterwards on their time. Your personal app guides employees through your offerings, and you get valuable engagement insights when they interact with your app.
“Short, Sweet & to the Point”
It’s great to be knowledgeable about all of your benefits offerings, but be sure to stick to the topic. Keeping your virtual benefits meeting to the essential information will help keep your audience’s attention. Since it’s more difficult to engage when you’re not physically in front of people, be sure to get comfortable with presenting to your webcam and include visual aids to highlight important details when possible. As mentioned above, you can also use a virtual engagement tool to draw attention to important digital flyers or brochures during your presentation.
Focus on Employees
Your audience doesn’t want to hear a list of details about the benefits offering; they want to understand how it relates to them. Making that connection between a benefit and an employee’s challenges is key to any good benefits presentation. It helps the audience better understand how a benefit works and why it’s important to them.
Ask for Feedback
Polls, chat bars, and Q&A windows make it easy to still ask for feedback from your virtual audience. This could be as simple as asking “Which of these benefits can you picture best helping you and your family?” In doing so, you create an opportunity for your audience to do one of two things:
1. Help you drive enrollment by acknowledging that a benefit is a fit for them
2. Give you a chance to adjust your approach to address their concerns if they believe the benefit is not a good fit.
Be sure to also use the chat bar (or Benefits Zone app) to provide your contact information so interested employees can follow-up with you after the meeting ends.
Equip Yourself for a Virtual Benefits Meeting
Benefits Zone is a virtual employee engagement tool that puts benefits information at employees’ fingertips. It centralizes benefits information and enrollment tools in one, easy-to-use app. The solution also gives agents valuable engagement insights to drive enrollment and maximize total premium. Schedule a demo to learn more about how Benefits Zone can help make virtual sales meetings and benefits enrollment easier.
