Transamerica: The small business market and using the TransBuilder tool for enrollment materials

The Small Business Market is Looking Better Every Day
You can be a part of it.

Small businesses are a great opportunity for you to expand your business…
There are over 5.6 million businesses in the United States with fewer than 100 employees, representing approximately 98% of all employers and 35% of the labor market.1

That is a huge opportunity, and in this economy, many businesses may be concerned with the cost of offering additional benefits to their employees. One option is to present Transamerica LTCi as a voluntary benefit. Since there would be no premium cost to the employer, this may be a key way to encourage employers to offer this helpful benefit to their employees. You can also suggest that employers consult with their tax advisors to see what types of tax benefits are available to them should they want to contribute to the employees’ premiums.

Not only does this large market present great opportunity, but you will also benefit from the fact that smaller clients are easier to reach, may be more open to new benefit sources, and involve fewer people in decision-making.

In this way, you can build your multi-life business with a series of bite-sized wins that accumulate new commissions without overwhelming your processes. And speaking of processes, you can also use this time to make your small business clients feel big and important by customizing marketing materials with their logo and information.

Like a silent salesman, their logo on your enrollment materials helps remind your prospects that Transamerica LTCi is made available by an organization they trust. Your clients will feel valued because you took the time to tailor enrollment information specifically for them.

It’s easy and convenient to add your client’s logo to your materials with TransBuilder, which is available on the Agent Resource Center > Order Supplies > TransBuilder. Other enrollment details are also simple to add.

  • Gather your enrollment details, like meeting schedules and relevant discount amounts.
  • Identify the enrollment pieces you have decided to use, based on your Marketing Communication Plan.
  • Go to TransBuilder and search for your piece by Title to see the state approved versions. For each version you need, enter the custom information and logo; carefully examine the onscreen proof; and order a PDF download for you to print or distribute, or order printing online at a special rate.

Co-branding is simple to do, and it powers up your campaign.

Take advantage of this huge small business market with a strong benefit that can be offered to employees in a variety of ways and win over your multi-life clients with materials tailored especially for them.   Click here for the full communication from Transamerica.