The bend-over-backwards approach brokers have used in the past agreeing to do most, if not all, of what a client asks will no longer be sustainable with the reporting requirements of the Affordable Care Act, forcing advisers to integrate the use of online systems and obtain useful data.
Every broker says they provide good service and most provide the same examples of what they provide, said George Reese, founder and CEO of Employee Navigator at EBAsWorkplace Benefits Summit in Boca Raton, Fla. on Wednesday. While insurance agents are great salespeople [they] sometimes lack strategy, he added.
