How Rose & Kiernan is transforming dental benefit offerings
The benefit agency has changed the way this little-discussed product is sold by incorporating choice into their private benefit exchange.
Marketing
Benefits Think How voluntary could be rebranded to boost enrollment
Reframing these options to illustrate how they enhance an employer’s benefit package can lead to increased engagement
Benefits Think Evaluating service provider fees in market context
Everything has a price. As fiduciaries, plan sponsors are tasked by the DOL to ascertain reasonableness on the payments they make to third-parties, says John Ludwig.
John Ludwig
LHD Retirement
Benefits Think Evaluating service provider fees in market context
Everything has a price. As fiduciaries, plan sponsors are tasked by the DOL to ascertain reasonableness on the payments they make to third-parties, says John Ludwig.
John Ludwig
LHD Retirement
Employer demand drives benefit agency M&As
Low interest rates and new capital from private equity firms are driving demand, as baby boomer owners look to sell.
How cloud based systems are transforming the ‘traditional agency’ approach
Advisers are using these popular tech platforms to differentiate themselves from the competition and ease client workloads.
Employee benefit agency M&As at record highs
Low interest rates and new capital from private equity firms are driving demand, as baby boomer owners look to sell.
Benefits Think Market confusion begs for intensified sales efforts
Clients and prospects desperately need professional benefits counsel. If you don’t provide it, your competitors surely will.
Jack Kwicien
Daymark Advisors
How ‘gratitude marketing’ can boost adviser sales
Doing the obvious – expressing appreciation to clients on a regular basis – may have a bigger impact than most advisers think, says Michael Sciortino
Benefits Think Top customer retention trends for benefit advisers
Engaging employees is a year-round process that requires constant improvement, says Daniel Freund.
Daniel Freund
Common Census
Benefits Think How to create effective marketing by first defining your brand
For communication to be successful, it has to be the right message, delivered to the right audience, says Wendy Keneipp.
Wendy Keneipp
Q4intelligence
Benefits Think 4 ways brokers can improve their marketing
Advisers looking to maximize the impact of their client- and prospect-facing material should take these factors into account, says Selden Beattie’s Beverly Beattie.
Beverly Beattie
Selden Beattie Benefit Advisors, Inc.
Benefits Think Why advisers need to rethink their business strategies
The benefits market is undergoing a transformation and few operations seem fully prepared.
Joe Markland
Nfor1
How advisers can better serve millennials
When advising the youngest generation in the workforce, brokers must focus on education and technology-driven tools to enhance understanding.
Benefits Think Blizzard marketing: A prime opportunity to reach decision makers
If the owner and the executives are the only folks working during a storm, wouldn’t those be ideal days to reach your intended target?
Eric Silverman
Voluntary Benefits
Benefits Think It’s not the book, it’s the business
A brokerage’s most valuable asset is not prouducts, but the quality of its relationship with clients, says Bottom Line Solutions’ Nelson Griswold.
Benefits Think Why you need to better promote your firm’s brand
Marketing has changed and benefit advisers must learn the new rules, says Q4intelligence’s Wendy Keneipp.
Wendy Keneipp
Q4intelligence
Benefits Think A consumer mindset will keep customers happy
It’s in a broker’s best interest to align their performance with employer expectations, says John Graham.
John Graham
GrahamComm
Benefits Think 5 new ways to use social media to build your brokerage
Whether just starting out, or expanding an existing marketing plan, Amy Evans says social media can be an engaging way to promote your agency.
Amy Evans
Colibri Insurance Services
From tech-fueled rivalries to ACA reporting intricacies: Top blogs of 2015
The Affordable Care Act, new ways to fill the sales pipeline and Zenefits dominated EBAs BeAdvised blog commentary this year. The top 10 most-read blogs of 2015 detail the growing number of ACA regulations and reporting requirements, explain why advisers dont accurately understand the threat behind a tech-focused brokerage and highlight simple-yet-effective ways producers can increase existing client revenue and get prospects to open the door.
