Client strategies

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.

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

Adding retirement benefits to your portfolio can be intimidating, but can help to retain clients long term.

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.

From the Affordable Care Act to growing amounts of health data, here’s what employers need to know.

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

From the Affordable Care Act to growing amounts of health data, here’s what advisers need to know.

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.

New types of insurance plans are sprouting up as clients face rising healthcare costs.

New types of insurance plans are sprouting up as clients face rising healthcare costs.

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.

Filling out paperwork is so inefficient it keeps brokers from pursuing alternate funding strategies.

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.