Producer Toolbox enhancements simplify renewals and call out sales opportunities

We continue to improve Producer Toolbox to help you grow your business. The latest improvements simplify renewals and call out additional opportunities for Specialty sales.

Faster renewals
From your home page in Producer Toolbox, click on the new Quick Renewal button at the top of the page. Next, scroll down to find the group and click on the Quick Renewal link along the left-hand side of the page to see and compare all plan options included in the group's renewal packet. You’ll also be able to submit medical renewal changes electronically by uploading the signed renewal change form.

New sales opportunities
Finding additional sales opportunities is easy with our new Find Specialty Options link at the top of the Quick Renewal page. Click on the Find Specialty Options link to view all clients who present additional sales opportunities for you. You can upload the signed benefit modification form with the signed quote to easily add Specialty products for these clients.

We think you’ll find it easy to use these new enhancements. If you need help, check out our training videos and resources. From the Content tab, choose “SG ACA Renewals and Specialty Add Ons” for a short training video. From the Attachments tab, choose “ SG ACA Renewals and Specialty Upsells” for a step-by-step job aid. Or contact your sales representative for help.