5 Ways to Protect Your Organization and Get More Value from Your Benefits Partner
How leading HR teams are improving outcomes, saving time, and strengthening credibility with leadership. Your benefits program is one of your largest people investments, yet for many employers it’s also one of the least transparent and most difficult to manage. Renewal season arrives fast, information feels incomplete, and decisions often need to be made before […]
Rethinking Benefits Strategy in an Era of Constant Change
Today’s HR leaders face mounting pressure to deliver more strategic value from their employee benefits programs — with fewer resources, tighter timelines, and higher expectations from the C-suite. Rising costs, shifting workforce needs, and accelerating technology are changing what “good” looks like in benefits management. Yet many organizations are still making decisions with outdated tools […]
The Hidden Cost of Errors: A Guide for HR Leaders & Finance Teams
Today’s HR leaders face mounting pressure to deliver more strategic value from their employee benefits programs — with fewer resources, tighter timelines, and higher expectations from the C-suite. Rising costs, shifting workforce needs, and accelerating technology are changing what “good” looks like in benefits management. Yet many organizations are still making decisions with outdated tools […]
How to Get an Immediate ROI on New Technology
As you look to update your tech stack, what if you could get an immediate ROI on technology that enhances every part of your business? Across the board, clients are asking about your tech strategy. AI comes up in almost every conversation and prospects expect to hear your tech vision in sales opportunities and finalist […]
Errors Cost You Clients: How to Fix Mistakes You Don’t Know You’re Making
Competition in the employee benefits space is fierce. Winning new business while retaining existing clients requires you and your team to deliver “A” level service throughout the year. Even herculean efforts by top teams can be undermined by “errors”. Whether an outright mistake or simply a misstep in execution, these lapses create a lack of […]
How to Build Client Relationships That Drive Loyalty and Retention
What does good consulting look like? Can an employer really evaluate your expertise? In his book, “Selling the Invisible,” Harry Beckwith suggests that “invisible” services like benefits consulting are extremely difficult to evaluate. As a result, most people don’t actually make relationship decisions based on the expertise of the service provider; but, rather, by how […]
You’re Either Growing or Dying — A Broker’s Guide to Success
Imagine if you could grow your brokerage by 25% annually — instead of 5% or 10%. Small changes to your business can have a meaningful impact on year-over-year growth which when compounded can change the trajectory of both an individual’s or organization’s success. With anything you try to accomplish in life, you are either climbing […]
Combat Broker Burnout: 4 Strategies to Help Consultants Operate at 100%
It’s no secret that the employee benefits brokerage space is highly competitive. But if you’re not careful, you’re burning your employees out trying to compete and stay relevant. A well-run organization can be the antidote for built-up stress and the key to running a successful organization with high job satisfaction, positive client experiences, and high […]
Millennial and GenZ-Focused Brokerage Solutions
Is your brokerage considering the needs of the Digital-First Generations (Millennials and GenZ) in your tech stack? As of 2023, Millennials make up the majority of the American workforce and are an increasingly powerful group of influencers in society, politics, and business. As more Millenials enter managerial and decision-making roles, the question becomes, “how can […]
5 Ways to Impress Prospects and Increase Your Closing Ratios by 20%+
To grow your brokerage faster, it is essential to better equip your existing sales team. Increasing pure organic growth is at the top of almost every brokerage’s priority list as growth provides the revenue to solve most challenges within a brokerage. Growth enables a brokerage to hire top talent, promote internal stars, provide pay raises, […]
