A record-break­ing 2024 – and an even bet­ter out­look for Work­site Sales in 2025. 

2024 was a standout year for Assurity Worksite Sales. Not only in sales terms, but in the important wins secured for distribution and our clients.

Having a full team early in the year laid the groundwork for our success. Being fully staffed makes a big difference at any time, but especially when combined with the caliber of this team. We have a combined 248 years of industry experience on our sales management team right now.

All the pieces are in place for even better outcomes in 2025, but before we look ahead, let’s look back at all we accomplished together in 2024.

The Highlights

Big picture: Big Success

Sales numbers for the year were up 27 percent over 2023 and we finished 2024 roughly 13 percent over goal. Why?

• A good team with good partners. Many of our Worksite Sales leaders have been together for multiple years. We encourage each other. We help develop each other as teammates and we expect to win as a team.
• Our brokers. We have the best worksite distribution in the business, strengthened even more with the addition of some key brokers over the year.
• The Home Office Team, who deserve their own recognition. Worksite Group Administration and Business Transformation worked hard to make sure our producers get the service they warrant.

New Territory

We added the Gulf Coast Region of Alabama, Georgia and Mississippi. Our team there hit the ground running and had an outstanding year.

We also extended Worksite group coverage eligibility to New York residents who are employees of non-New York employer groups, opening up opportunities we haven’t had before.

New Product

We launched our new Group Term Life Insurance product in August. The response exceeded our expectations. Having started from zero, we were up $1.3 million in sales in four months’ time – an incredible start for a new product in a company our size.

It also came with a great side effect: Group Term Life has helped boost the sales of the existing Group Whole Life product.

Add it to your portfolio today if you haven’t already. Group Term Life Insurance is in in-demand industry-wide, and our version stands out with its winning combination of flexibility, affordability and portability.

Better Processes

In 2024, we also made important improvements that ultimately aid our customer service and ease of service, saving our distribution time and making it even simpler to do business with Assurity:

Claims Access Online – Claim status became available 24/7 on AssureLINK, our online business portal for producers. No more phone calls or downtime hunting for claims information.

All the claims’ details are online in one location, everything from the date received to payment details. You can also access checklists with clear instructions on filing a claim to assist your clients.

Production Reporting – This AssureLINK upgrade put production details in one dashboard, allowing you to view production by group, product, customized time frames and more, on a desktop or mobile phone. Having all the production details you need at the ready – from effective dates for coverage to filters and production comparisons – is another way managing your Assurity business became easier in 2024.

MyAssurity Claims Enhancements – Employees now can submit their claim on our customer portal, MyAssurity.com, and follow its status - from submitted to paid - online at any time.

Employer E-consent – This addition makes enrollment faster and more flexible for employees, enabling electronic certificate delivery through our customer portal.

It was rewarding to offer each of these additions and enhancements this year, providing more tools to support the great work you do.

You can combine them with our existing tools that help you stand out, including:

• Worksite Proposal System (makes quoting easy)
• Custom Websites with group-specific information and educational videos (makes education and engagement easy)

There’s even more ahead to help make business easier for you and your customers. Another round of enhancements is planned in 2025, such as:

• Additional upgrades to our Employer Portal
• Custom Spanish proposals and enrollments books
• A new user-friendly Agent Center, replacing AssureLINK

Make Assurity part of your plans in 2025 and catch our momentum. You can work toward the 2026 Leaders’ Conference, too, in beautiful Maui, Hawaii.

As always, we are here to answer any questions. Reach out to your Regional Sales Team.