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Most insurance and benefits agencies have no formal marketing plan, but it is time to get serious, says BeAdvised Contributor Wendy Keneipp, and here is how to execute your new marketing plan.
October 11
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What can brokers learn from their HR counterparts? Read as a benefits manager shares what she has learned from reviewing results of disease management, wellness, and claim savings reports.
October 10 -
Technology and the Internet have made consumers more informed. So how can those in this business stay ahead of the curve and avoid wasting both their and their clients time?
October 9 -
When you change your client value offering and your sales model, you have to change the way the company supports these new efforts. Taking the time to evaluate your current structure and making changes to support the new model is critical to successfully executing on and delivering on your new value proposition.
October 3 -
For our clients with a January 1 benefit plan renewal date, we have begun the work required to determine the appropriate program strategy, negotiate renewals, create communication pieces and organize logistics for the open enrollment meetings and subsequent employee enrollments. My company provides advisory services to both clients whom offer medical coverage through fully insured providers as well as those large enough to self-insure their medical plan with the services of a third party administrator.
October 1 -
I had the great opportunity to attend, and speak at, the recent Employee Benefit Adviser Summit in Phoenix. For those of you who may not be familiar with this event, you really are missing out on a great opportunity. Not only do they bring together the agency/brokerage/consulting side of the industry, there is also a conference track for HR professionals.
September 18 -
It often seems to me that many brokers are on auto-pilot these days. The dynamic of many firms is to acquire a client, review their benefits, offer alternatives, collect their commission, and offer some predictable services. I don’t believe this cookie-cutter modus operandi will be a successful approach in our ever-changing world of unknowns. My company, Selden Beattie, has never conducted its business on auto-pilot and remains successful as a result. That’s the magic of
September 13 -
Having spent my entire career in the insurance industry, I’m not sure how much of an understanding I can claim for other industries. However, it’s hard for me to imagine an industry where the purchasing decision has historically been tied to the “relationship” as much as it is in ours.
September 11 -
In the immortal words of Albert Einstein, “the definition of insanity is doing the same thing over and over again, expecting a different result.” Are you trapped in this pattern? If so, embrace the guiding principle of evolve or perish to take your career to the next level. As I travel the country, speaking with my colleagues at state and local health underwriter association meetings about surviving and thriving in a post-health care reform world —
September 4 -
The surprise vote by Chief Justice John Roberts to uphold the Patient Protection and Affordable Care Act at the end of June really was a bold decision that redefined the Commerce Clause. In an era when ego, power and politics rule, Roberts made the brave decision not to use judicial power to overrule the democratic process. He actually gave us an early Independence Day gift by not letting the Supreme Court define the future of
August 27