NFP venture fund to seed innovative broker-tech partnerships
A $30 million investment coincides with benchmarking effort and symposiums to connect clients with bleeding edge products and services across HR, insurance and financial services.
Client communications
ClearPath puts clients in charge of their data
The Columbus, Ohio-based brokerage saves client’s money by taking them partially self-funded, bringing in proprietary stop-loss coverage and introducing transparent PBMs.
Help clients come to grips with long-term care
Even high-net-worth clients are reluctant to discuss LTC planning, a new survey finds.
Benefits Think What is your competitive advantage as a benefit broker?
To stand out in a tight market, advisers need to transcend their clients’ expectations. The best way to do this is by becoming a human-capital consultant.
Jack Kwicien
Daymark Advisors
A number to avoid when discussing healthcare costs with clients
Advisors should frame health care costs as an annual expense rather than a lump sum, which is demotivating for investors, according to Vanguard.
Benefits Think For benefit adviser success, create a winning theme
To motivate their teams, brokers need a rallying cry that evokes shared goals and a larger vision.
Wendy Keneipp
Q4intelligence
Brokerage’s concierge program makes surgery simple
Pennsylvania firm Benefit Design Specialists offers self-funded clients a nurse-managed surgery network that is free to employees.
Benefits Think Four Tips to help brokers grow, retain business
Your clients and their employees need to know your service extends throughout the year.
Rob Carnaroli
Sutter Health Plus
Exclusive Research Benefits pros failing to communicate
But a well-conceived marketing campaign can help advisers dramatically improve their clients’ open enrollment outcomes.
Rebranding benefits: Goodbye ‘voluntary.’ Hello ‘enhanced’
With a little name change, brokers are attempting to separate themselves from carrier rep competitors to form stronger partnerships with healthcare adviser specialists.
With its 500th brokerage purchase, HUB International eyes firms in Canada
The employee benefit insurer continues to look for firms that offer talent and regional opportunity.
Personalizing the pitch: finding the individual adviser’s story
To claim new business and stand out from the competition these brokers are utilizing their unique histories to leave a lasting impression with prospective clients.
Empowering employees through wide-ranging benefits
A New England adviser integrates group, voluntary and individual products to ensure workers have control of their own healthcare throughout their lives.
Engaging employees from ‘hire to retire’
How New England’s CGI Business Solutions became a one-stop benefits shop.
Benefits Think Inside the modern HCM evolution
HR departments need to think about how they can meet their human capital management needs.
Shandon Fowler
Four8 Insights
Conduent sells HR consulting business
The business service provider will focus on providing a range of business services that are built on leading technology platforms.
Benefits Think Inside the modern HCM evolution
How brokers and technologists should be advising clients about their human capital management needs.
Shandon Fowler
Four8 Insights
Conduent sells HR consulting business
The business service provider will focus on providing a range of business services that are built on leading technology platforms.
Benefits Think Who do you work really for—the insurance carrier or your clients?
Advisers paid on commission often have conflicting interests. Performance-based pay resolves them in the clients’ favor.
