Benefits Think The most important elements of a successful open enrollment
The needs of three constituents must be met: the employer, the employee and the consultant.
Andrew Torelli
Area Senior Vice President
Benefits Think Why wellness isn’t working
There are two foundational pieces that are often missing from plans, says adviser Andy Torelli.
Benefits Think Why wellness isn’t working
There are two foundational pieces that are often missing from plans, says adviser Andy Torelli.
Benefits Think The No. 1 challenge for all advisers
Ask yourself, are you doing all you can to provide relevant value to your clients and your brokerage, says adviser Andy Torelli.
Benefits Think Fidelity’s exchange presents opportunities for advisers
The company’s new platform is evidence that threats continue to emerge for brokers, but so do possibilities. Success depends on understanding the client’s needs.
Benefits Think Why Q4 2015 will be the season to remember
Large group renewals, small group renewals, ACA reporting, and much much more. A number of events in the benefit calendar year converged to make the fourth quarter of 2015 a season to remember. How can brokers better prepare for Q4 2016?
Benefits Think The problem with carrier-conducted open enrollment meetings
Commentary: Although the assistance is appreciated, are advisers truly capturing the potential opportunity by outsourcing this process, asks Arthur J. Gallagher & Co.s Andy Torelli.
Benefits Think Why dont we go after more top clients?
Commentary: With most businesses, ours included, we derive 80% of our revenue from 20% of our clients. Frequently, we dont take the time to analyze the characteristics of the 20%, says EBA Advisory Board member Andy Torelli.
Benefits Think The tech lesson Uber can teach advisers
Commentary: By expanding our thinking and embracing technology, we have the opportunity to improve our efficiency, reduce costs and enhance the client experience. What are you going to implement in this brave new world, asks EBA Advisory Board member Andy Torelli.
Benefits Think The discussion brokers should have with PEOs
Commentary: There may be an opportunity to partner with professional employer organizations, says EBA advisory board member Andy Torelli.
ACA a blessing in disguise?
There are many things in life that are out of our control. We can complain, muse, become paralyzed – or we can choose to find and capitalize on the opportunity. What comes to mind is the Affordable Care Act and the concern, worry and anxiety that it has created for many.
Finding a niche
When you think of client diversity, what comes to mind? Do you believe being a generalist is the appropriate course for your future?