Client relations

Million Dollar Round Table leaders share simple methods for taking sales of insurance and financial services to the next level.

A $30 million investment aims to connect employers with bleeding-edge products and services across HR, insurance and financial services.

PSG Washington focuses on executive-level strategic planning to lower health plan costs for clients.

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.

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.

To motivate their teams, brokers need a rallying cry that evokes shared goals and a larger vision.

Pennsylvania firm Benefit Design Specialists offers self-funded clients a nurse-managed surgery network that is free to employees.

With a little name change, brokers are attempting to separate themselves from carrier rep competitors to form stronger partnerships with healthcare adviser specialists.

The employee benefit insurer continues to look for firms that offer talent and regional opportunity.

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.