Analytics

Younger workers may be the main audience for medical cost comparison services but one provider has not forgotten older employees.

Younger workers may be the main audience for medical cost comparison services but one provider has not forgotten older employees.

FNA Insurance Services’ Lindsey Cuciti Soliman says new brokers need to absorb as much information as possible in order to compete with industry veterans.

FNA Insurance Services’ Lindsey Cuciti Soliman says new brokers need to absorb as much information as possible in order to compete with industry veterans.

Coalition survey links data to plan design, medical spend predictions with nearly universal interest in accessing metrics.

Coalition survey links data to plan design, medical spend predictions with nearly universal interest in accessing metrics.

An adviser’s biggest competitor is the status quo — the infuriating inertia that keeps the incumbent safe, says columnist Nelson Griswold.

Interpreting the platform’s slow take-up rate as the long-term reality is a big business mistake, says consultant William Weyers.

Savvy advisers are crunching the numbers to retain clients and win new business.

Technology makes it easier than ever to attract, engage and retain great employees.

Technology makes it easier than ever to attract, engage and retain great employees.

Employee information uncovers specific issues and provides action points for clients, leading to more business for advisers, says Crawford Advisors’ Scott Mayer.

Adviser Alex Assaley and his agency built a Web platform to help plan sponsors educate employees and relieve their money distress.

Adviser Alex Assaley and his agency built a web platform to help clients educate employees and relieve their financial distress.