Client relations

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.

The company has made changes to its BrokerageBuilder platform to help advisers compare and input statements.

Want to move from simply selling insurance to becoming a trusted adviser? Then you better learn the language of executives.

How state mandated employer-provided retirement plans may pave the path for a national model.

Brokers can generate client savings by focusing on frequency and severity of claims.

More brokers are offering HR technology to employers. Here’s how you can use tech to get a quick read on clients.

Former elementary school teacher Joe McGinty still uses the communication skills honed in inclusion classrooms.

One of EBA's 2019 Rising Stars, Derek Winn, parlayed his job teaching to educating people about benefits.

“That’s my favorite part about this job, that I get to be creative and bring those solutions,” says Rising Star adviser Danielle Schweiger.

Successful sales meetings are important. Don’t miss the opportunity to educate, motivate and congratulate members of your organization.

Your firm could be leaving profit on the table — as much as 35% — simply from mishandling your business relationships.

Education and enrollment services may have been important in the past, but employers are looking for more help from advisers.

Education and enrollment services may have been differentiators in the past, but advisers need to look beyond these offerings to remain competitive.

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.

Advisers should continue to engage with government officials on issues impacting the price and quality of care, Alex Azar said.

EBA’s annual conference delved deep into hot benefit trends and technology.

EBA’s annual conference delved deep into hot benefit trends, broker strategies and technology.

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.”

Employers should partner with advisers to help workers understand offerings and make them more engaged year-round.

Technology alone won’t drive business for brokers, but when used correctly, it can make a good addition.