Health Insurance, Webinar, Open Enrollment

Webinar: Building a Year Round Business

Discover how leading agencies are transforming Open Enrollment success into steady, year-round revenue in this exclusive live webinar with John Ross and special guest Belynda.

On August 6, 2026, at 10:00 a.m., TBI clients will have the opportunity to join a powerful live webinar titled “Building a Year-Round Health Insurance Business.” Hosted by John Ross with guest expert Belynda, this session is designed specifically for agency owners and independent agents who are ready to stop riding the rollercoaster of relying on Open Enrollment alone.

Move Beyond an Open Enrollment-Only Business Model

Many health insurance businesses still operate in a feast-or-famine cycle: frantic activity during Open Enrollment, followed by months of slow, unpredictable production. This webinar will show you how to reduce your dependence on Open Enrollment by building a diversified, sustainable strategy that keeps your pipeline full and your team productive every month of the year.

1. Strategies for Generating Leads All Year Long

John and Belynda will break down practical, repeatable methods for year-round lead generation. Drawing on current industry trends, they’ll explore how agencies are combining content marketing, community outreach, and digital tools to stay in front of prospects even when enrollment isn’t in the headlines (Forbes; Insurance Journal).

• Creating educational content around preventive care and benefits that attracts prospects searching for answers year-round

• Using webinars, local workshops, and social media to nurture interest between enrollment periods

• Leveraging CRM and simple automation to follow up consistently without overwhelming your team

2. Maximizing Special Enrollment Period Opportunities

Special Enrollment Periods (SEPs) are one of the most underused growth levers in the individual and family market. The webinar will show you how to turn qualifying life events—such as moves, changes in income, marriage, or loss of coverage—into a steady stream of business (Healthcare.gov; KFF).

You’ll learn how to educate referral partners and clients on SEP opportunities, build simple processes for documentation and timelines, and position your agency as the go-to resource whenever life changes trigger eligibility outside the main Open Enrollment window.

3. Leveraging Ancillary Products to Stabilize Revenue

Ancillary products—such as dental, vision, critical illness, accident, and hospital indemnity plans—can dramatically smooth out revenue between major enrollment periods. John and Belynda will outline cross-selling frameworks that feel consultative, not pushy, and genuinely increase client protection and satisfaction.

You’ll see how to package ancillary offerings, time the conversations, and use them as touchpoints to re-engage existing clients throughout the year, boosting both income and retention.

4. Building High-Quality Referral Partnerships

Sustainable growth rarely happens in isolation. This webinar will walk you through building referral partnerships with professionals who regularly encounter people experiencing qualifying life events—tax preparers, real estate agents, benefits consultants, financial planners, and community organizations.

You’ll learn how to structure mutually beneficial referral agreements, create simple co-branded education, and stay top-of-mind so partners think of you first when their clients need health coverage guidance.

5. Improving Client Retention with Modern Service Strategies

In today’s market, retention is just as important as acquisition. Research shows that agencies combining personalized communication, digital self-service, and value-added education see stronger loyalty and higher lifetime value (Insurance Business; Healthcare Finance News).

• Proactive check-ins before renewals and after claims to build trust

• Simple educational touchpoints that help clients actually use their benefits

• Clear, transparent communication about plan changes and pricing

John and Belynda will share practical retention workflows you can implement quickly—without adding layers of complexity to your operations.

Reserve Your Seat for August 6, 2026

If you’re a TBI agency owner or independent agent who wants to transform a seasonal book of business into a stable, scalable operation, this live webinar is for you. Join John Ross and Belynda on August 6, 2026, at 10 a.m. and walk away with concrete strategies to generate leads, maximize Special Enrollment Periods, leverage ancillary products, build referral partnerships, and retain more clients all year long.

Secure your spot now