Starter Kit

Looking to highlight Employee Navigator's offering to your agency and/or clients to gain buy-in? You've come to the right place! Employee Navigator's starter kit provides a variety of tools from 1-pagers, email templates, & PPTs to leverage with your clients during the sales process. We've organized the product sheets by various categories so you can easily pick & choose the items you're hoping to market! 

Benefits and HR are going paperless. Shouldn't you be too?!

Here is a link to a handout with a QR code. Think of it as your marketing kit that fits in your back pocket!  Whether you're a broker that's meeting with an employer or a carrier rep that's meeting with a broker, feel free to print these out and share the QR code with them! 

 

PRODUCT SHEETS

Employee Navigator Overview

• Employee Navigator Overview (For Brokers) 
• Employee Navigator Overview (For Employers) 
• Training and Support Overview
• Integrations Overview
• Broker Testimonials 
• Case Study: Modern Insurance Broker 
• Case Study: Increase Voluntary Sales 

Benefits Administration

• Online Enrollment 
• Online Enrollment (Spanish)
• Employee Enrollment Guide
• Employee Enrollment Guide (Spanish)

HR Products

• ACA
• Asset Tracking
• Onboarding 
• Onboarding (Spanish)
• PTO 

Payroll Integrations

• Integrated Payroll
• Specific Vendor 1-pagers

Carrier Integrations

• Aflac
• Blue Cross Blue Shield- South Carolina
• DentalSelect
• Dentist Direct
• EMI Health
• EyeMed
• Guardian
• Health Alliance
• Health Plan of Nevada
• Lincoln Financial Group
• ManhattanLife
• Mutual of Omaha
• Principal
• Sun Life
• Transamerica
• Unum
• USAble Life

VIDEOS

Please subscribe to our YouTube or Vimeo accounts to stay up to date with the latest training and marketing videos.

• https://vimeo.com/employeenavigator
• https://www.youtube.com/user/EmployeeNavigator

 

HOW TO DEMO AND POSITION EMPLOYEE NAVIGATOR TO EMPLOYERS: 

Watch this recording from a webinar we hosted on 4/13/2021 to learn how to become a pro at running a great demo of Employee Navigator for your customers.

The webinar includes:

• How to prepare for your demo
• A live demo of Employee Navigator
• Demo tips & tricks
• Q&A with broker sales team 

VIEW RECORDING

Additional resources:

• PPT used during webinar
• Client Discovery Questions (with explanations on why)
• Training Workbook
• HR Trainings 

POWERPOINTS

• Introduction to Employee Navigator

EMAIL TEMPLATES

We’ve developed several email templates for your agency. The emails are provided in both word and HTML format.  You’re free to edit any text to suit your needs.

• ACA Compliance (Word Doc)
• ACA Compliance (HTML)
• Online Enrollment (Word Doc)
• Online Enrollment (HTML)
• Benefits & HR Software (Word Doc)
• Benefits & HR Software (HTML)
• Medical Carrier Advocacy Email (Word Doc)