Advisor strategies

Smart agency leaders are reworking their strategy to stop contending with other firms in their market.

Ascende’s Suzanne McGarey helps clients and their employees navigate the maze of modern insurance while keeping an eye on the quality of services.

A platform’s licensing model, system support and opportunity for revenue growth determine the success of a benefits system.

Benefit election variations across leading job sectors point to a need for better education from advisers and employers on product selection.

After decades on the carrier side, Pacific Resources’ Patricia Purdy is excelling as an adviser on leave management, millennial needs, technology and more.

HUB’s Jenna Klein acts as the glue to not only maintain big accounts, but also keeps her team inspired during transitional times.

Two step approach can help employers improve their systems with more employee-focused technology.

A long-term perspective and focus on proactive education will help support small business clients in an uncertain healthcare environment, says Paychex Insurance Agency’s Kevin McGuire.

There is often a lack of direct guidance on these plans, therefore employers should consult their advisers and recall baseline IRS guidance to maintain compliance.

Grand Rounds algorithm credited with combating misdiagnoses and improving healthcare literacy for clients.