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, […]

How can your brokerage adapt to our changing world?

The uptake of technology is very likely to determine whether a company is set to be a winner or a loser in the post-COVID-19 world. Here are some ways you can adapt and transform your brokerage practice to help retain clients and win new business.

Why It’s Time To Upgrade From Binders And Spreadsheets

Unfortunately, many employee benefits brokerages are behind the curve when it comes to enjoying the fruits of tech. And we are not even talking about something as advanced as AI. Some have yet to get started with Digital Transformation. Ouch! Tech jargon can be off-putting, but this one is really easy to understand.