Using tags to drive enrollment

Adding tags is an easy way to categorize and manage employees using your app. It's also a great way to identify and proactively engage with employees who are interested in certain benefits offerings. Moreover, you are able to pinpoint employees that may have specific questions about benefits or the enrollment process.

Here are some ways you can use tags to help encourage enrollment or support employees in the enrollment process.

Step 1: Add tags based on employee communication or other specific activity

Since the system already assigns lead groups to engaged employees, agents likely won’t need to tag employees based on their level of activity with the app. Instead, consider adding tags based on employees who email, call, or text with questions or requests. Agents could also create custom tags for specific activity or interest in a specific policy type.

Step 2: Filter for Specific Activity

After agents assign tags to employees, the employee list can be filtered by that specific tag. Filter the employee list to view only employees assigned to a specific tag. 

Step 3: Use the Filtered List to Follow-Up

Agents can then use the filtered list to follow-up with all of the employees who meet a specific criteria. Be sure to prioritize employees assigned to the high and moderate engagement lead groups. Then leverage custom tags to identify additional opportunities.