When Preparation Meets Opportunity

You’ll be ready for your busiest season with these eight tips


Whether this coming October kicks off your first 4th quarter or your twentieth, you know it’s the busiest time of the year — this time is always compounded by yearend holidays and your desire to be present for it all. So, what can you do to stress less and be ready for all the opportunities that come your way?

Prepare…starting now.

At Warner Pacific, we’ve been working overtime to support our brokers’ back office needs during this busiest time of year as a leading general agency since 1982. In fact, we’ve redefined the season for 2023 as the “5th quarter” since it extends beyond the current year through January. It’s what we live for really so we’re happy to share these eight top tips to help you best prepare.

Have employer group conversations early: Start these conversations as early as possible. Ask questions like: Have you added more employees? How many are eligible? Any with special provider or medication needs? What are your goals and desired outcomes for your program? Are there things you are looking to add? Can you create pre-recorded messages for new hires as well as host several live virtual sessions?

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