Pimp My Spreadsheet

Course Name: Pimp My Spreadsheet
Course Number: Pending Approval from TDI
Provider Name: ComedyCE.com LLC
Provider Number: 37719
CE Credits: 1 hour

 

Course Overview

Agents have a lot of tasks to do at renewal time, but one of the most important is shopping the market and placing the various plan options in a like format so that employers can compare the plans available to their employees. To accomplish this task, most agents use some form of spreadsheet, usually printing off several pages of “apples to apples” comparisons for their clients.

Unfortunately, a lot of agents make some common mistakes in this process, such as including too many benefits and too many plan options. Another thing some agents are guilty of is creating a difficult-to-read spreadsheet with too much information or spreading the plan options across several pages. Finally, a lot of agents use the spreadsheet as a way to avoid making a plan recommendation when studies show that employers do, in fact, want guidance – they want the agent to tell them what to do.

The good news is that there are some ways to make spreadsheets better, more useful tools for our clients. And that’s the purpose of this course – to point out some of the common mistakes, share some information about how people learn and make decisions, give attendees some pointers that might help them create better insurance comparisons, and provide them with some examples of actual spreadsheets that might be better than what they’re currently using with their clients.