Brokers say employers, carriers need to embrace benefits tech
Adding quality metrics on physicians is just one advantage for the benefits industry — if it manages to evolve from its paper-based roots.
Client retention
Brokers say employers, carriers need to embrace benefits tech
Adding quality metrics on physicians is just one advantage for the benefits industry — if it manages to evolve from its paper-based roots.
Not all clients understand the value of voluntary benefits. Here’s what brokers can do
Advisers are becoming more consultative when offering voluntary benefits, Prudential says.
Benefits Think Strategies to help clients attract and retain top talent
An Aflac executive shares tips for helping clients develop benefit packages workers will love.
Stephanie Shields
Aflac
Benefits Think Critical thinking separates advisers from mere sellers
Are you an insight-driven organization? If not, you’re losing out on a tremendous opportunity.
Wendy Keneipp
Q4intelligence
Benefits Think How helping your clients target benefits goals can reap loyalty and business
Smart, holistic strategies mean sitting down with your client, including HR, benefits directors and even the CFO.
Jack Kwicien
Daymark Advisors
New tool helps brokers organize book of business
BenefitMall's Agency Workspace allows advisers to start or review quotes, set up enrollments and view commissions.
Benefits Think Breaking through the technology noise
Though there is concern automation could render the role of the broker obsolete, one thing is certain: Personalized attention and expertise is something not easily replaced.
Ron Goldstein
Choice Administrators
How brokers can lift their game and reach the C-suite
Want to move from simply selling insurance to becoming a trusted adviser? Then you better learn the language of executives.
Former history teacher ‘accidentally’ becomes benefits adviser
One of EBA's 2019 Rising Stars, Derek Winn, parlayed his job teaching to educating people about benefits.
Benefits Think To improve sales results, here’s one weekly habit to adopt
Successful sales meetings are important. Don’t miss the opportunity to educate, motivate and congratulate members of your organization.
Jack Kwicien
Daymark Advisors
How one adviser helps employees navigate the healthcare system
Ed Ligondé, one of our 20 Rising Stars of 2019, used his own medical condition as inspiration to learn about healthcare — and improve employee benefits education along the way.
How tech, AI can help cut healthcare costs
There’s a big “gap in strategy — or the lack thereof,” says Curtis Cannon of Axis Recovery. “A lot of brokers have a bolt-on mindset.”
Advisers need to get smarter about using benefits tech
Technology alone won’t drive business for brokers, but when used correctly, it can make a good addition.
The future of voluntary deductions, without the deduction
From Kentucky cementing its decision to discontinue payroll deductions for voluntary benefits to tax challenges clients take on, is the voluntary market on the edge of an evolution?
Brokers can help overwhelmed employers prioritize
Workers are stressed but firms can have trouble knowing what wellness programs to offer.
Advisers need better recruiting strategies. Here’s why
Brokerages are struggling to retain workers and it may be time to take a hard look at hiring practices.
Home is where the heart is, and where one adviser gives back to the community
BHC Insurance’s James McMillan, one of this year's Rising Stars, embraces technology to explain benefits but says “the best form of explanation is always direct one on one contact.”
Staying true to his blue-collar roots, adviser serves clients in his home state
American Fidelity’s Michael Hart, one of this year’s Rising Stars, looks to provide service to take care of customers “when they had the worst day of their life.”
Looking forward: Rising Star weighs in on adviser roles
Ed Ligondé, one of our 20 Rising Stars of 2019, used his own medical condition as inspiration to learn about healthcare — and improve employee benefits education along the way. Read even more about where he sees the industry moving here, and meet our other Rising Stars here.
