Over the years of working with benefits professionals, I have seen three common mistakes that are costing them business and raving fan referrals. More importantly, these three mistakes also are costing them money through staff and infrastructure expenses.
Taken together, the three mistakes can be summed up as using hope as a sales strategy rather than the delivering real solutions. Avoid these mistakes, and you will significantly differentiate yourself from the competition, resulting in more business and more referrals.