Client strategies

Signing up for new benefits in the future will be powered by artificial intelligence, says Richard Silberstein of SIG.

Key factors that make for a strong agency valuation include a demonstrated history of growth, diversification of clients and a consulting-focused business model.

Signing up for new benefits in the future will be powered by artificial intelligence, says Richard Silberstein of SIG.

Moving a client to an online platform has the potential to triple a broker’s profits while also expanding an employer’s benefit options.

The start of the year saw seasoned professionals joining the ranks of employee benefit organizations.

The start of the year saw seasoned professionals joining the ranks of employee benefit organizations.

Don’t be afraid to look past typical health brokers to make client introductions — even the office cleaning person could be a lucrative source.

CEO Joe Tatum and President of Benefits Keri Lopez explain how the move better reflects the brokerage’s culture and commitment to clients.

For agents, the days of identifying, offering and then helping clients select from a handful of broad-based options are in the rearview mirror.

The right timing and messaging can open doors, demonstrate acumen, build trust and strengthen relationships.