Frequently Asked Questions From Aspiring Benefit Gurus™
What Are the Requirements to Get Started?
In addition to an active insurance license, your charming personality, awesome sense of humor, and exemplary communication skills- much of your success will be dependent on getting selected by hiring entities to be part of their enrollment teams.
What If I Don’t Have A License?
Not to worry! We have partnered with the best exam prep and continuing education provider in the country WebCE to provide you discounted access to your state pre-licensing course. After you set up your profile, you will be redirected to secure your license and begin living the Gig life you’ve always dreamed of!
How do I get a gig as a Benefits Guru™ ?
Why is my Benefits Guru™ Profile So Important?
What Makes a Good Benefits Guru™ Profile?
How does the Enrollify algorithm work?
A query of our national database returns a list of candidates for a given opportunity based on five elements:
- Licensing and Geography
- Guru Level
- Sales recorded through the platform
- Effectiveness metrics
- Customer feedback
How do you know if I am licensed?
During the onboarding process, your state licensing and carrier appointments will be verified through our integration with the National Insurance Producer Registry (NIPR) https://www.nipr.com. Thereafter, on an annual basis (on or about January 1st) we will re-confirm and update any status changes . If you add new licenses or appointments mid-year and wish to update your profile outside of this time frame, please notify us by email: email@example.com so that we can update this information on your behalf.
What if I have No Experience?
What do you mean by "Guru Level"?
In order to proclaim that we are “The Best Gig In the Gig Economy”, we have to focus on delivering extraordinary value. We believe a big part of this value comes through professional development. And so, we have an ever increasing volume of courses to help our Guru’s improve their knowledge, preparedness, and ability to earn. We pride ourselves on providing what we believe is the most comprehensive learning and development in the employee benefits industry. As you take courses your virtual learning CV will be credited, a badge will be earned, and your score will be elevated for the whole community to see- This is what we mean by Guru level.
Note: Often there will be required coursework as a condition of your agreement to participate on a case. You can wait and cram, or get a head start by cruising our catalog for a refresher or something completely new that interests you.
Effectiveness and Customer Feedback
As you use the platform, we will collect quantitative analytics and customer feedback to bolster your profile. Therefore the more you Enrollify in an exemplary way, the more opportunities you should have to choose from. As this feedback is solicited after each employee interaction (think Uber), we recommend you close out each employee interaction with gratitude, appreciation and a soft request that might go something like this:
“Thanks for spending some time with me. I hope you feel like you have a better understanding about your benefits and feel confident in the choices you’ve made. As a follow-up to this session, you will receive a notification requesting any comments, and a star rating for the job I did- it would mean the world to me if you could provide positive feedback”
How are fees set and negotiated?
Cases that are established on Enrollify by a hiring entity (Enrollment firm, brokerage agency, carrier, etc.) will usually be managed by one of their internal implementation coordinators who will set the parameters and economics based on a variety of factors including complexity, seasonality, language needs, hours of operation, and more.
Benefit Gurus™ will receive notification by text, email, and/or push notification notifying them of an invitation to participate. Within that invitation, you will have the opportunity to review the details, requirements, and the proposed economic arrangement of the case. Subsequently you may accept, decline, or propose an alternative economic arrangement with an explanation as to why you feel it is warranted. It’s that simple!
How Do I Get Paid?
In most scenarios, there will be an agreed upon fixed fee each time an employee is seen and an additional fixed incentive to be awarded when a strategy is executed, or program is “sold”. The accumulation of seen payments as indicated within your Enrollify “Compensation Center” will be available as often as daily through our In$taPay feature. The frequency of payments will be at your discretion and will occur upon your initiation. Upon initiation, money should be available in your bank account in 1-2 business days.
Benefits Guru™ Service Provider & Freelancer Fees
What About Taxes?
Can I be a Benefits Guru™ and an Implementation Coordinator?
Let’s start with the definitions of a Benefits Guru™ and an Implementation Coordinator:
- Benefits Guru™ – Independent Contractor (1099) working in employee benefits or financial services.
- Implementation Coordinator – Enrollment Firm, VB Agency, In-house quarterback or freelancer responsible for implementation strategy.
You are free to use both a Benefits Guru™ profile and an Implementation Coordinator profile as long as you sign up with a different email address for each profile. If you have questions about being an Implementation Coordinator you can find more information in the FAQs for Enrollment Firms.
Information We Collect
In addition, we collect information while you access, browse, view or otherwise use the Enrollify Site. In other words, when you access the Site we are aware of your usage of the Site, and gather, collect and record the information relating to such usage, including geo-location information, IP address, device and connection information, browser information, web-log information and all communications recorded by Users through the Site. We use that information to enhance user experience, as well as monitor the Site to prevent fraud and inappropriate content or behavior. We also collect supplemental information obtained from third parties such as demographic and navigation data, if applicable.
Once you register, your username and additional information regarding your profile and services are made public and are visible to all users of the site. This information may include photos you upload, your descriptions of your services and experience, user ratings and feedback, platform achievements, platform results, and additional information you may choose to add to your profile. If you feel that feedback or comments are inappropriate, please bring it to our attention for review. firstname.lastname@example.org
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Have More questions?