Broker blog

A version of this article was originally published in Employee Benefits Advisor and shared on  Q4intelligence Crushing Mediocrity blog.

“What groups are a good fit for freshbenies?” Do you ask this question? It’s one I hear A LOT. My short answer is that just about any group is a fit for freshbenies. While true, there are more definitive ways to answer the question. 

Today, I’m sharing 3 real-life examples of very different groups and how freshbenies met specific needs. 

This article was originally published on Q4intelligence Crushing Mediocrity blog.

Some people love to talk. They talk so much that other people can’t get away from them fast enough – and sometimes they just can’t get away! Often times these talkers are drawn to sales, where they believe their job is to espouse all their knowledge on their captive audience.  

Have you ever tried to transform a four-year-old into a grandpa? Trust me, it’s no small task! 

My three kids recently celebrated the 100th day of school where preschoolers are asked to dress up as if they were actually 100 years old. This local custom is new to me and my wife. Still, she proudly made plans to transform our youngest child into a sweet old man – courtesy of the Grandpa Kit!

Despite the image depicted on the package, the Grandpa Kit did NOT contain a white wig, white eyebrows or black glasses. My son looked nothing like an elderly gentlemen. 

This article was originally published on Q4intelligence Crushing Mediocrity blog.

There are some basic sales tools you can and need to use to make your success more predictable, but you’re not using them. I know because I ask and I usually get the same answer.

We all know how difficult it is to put a new opportunity in the pipeline. What’s maybe even more difficult is moving that prospect forward to a successful conclusion.

How many of your groups have benefits to help employees who suddenly find themselves the caregiver of an aging loved one? 

Over 40 million Americans live this reality every day. Recently, I got a first-hand taste of all the questions and needs that arise when thrust into my own family health situation. At a minimum, an employee has to look to their employer for a little time off. What if employers could offer even more? 

Today, I’m sharing 3 reasons support for caregivers should be addressed in the benefits package… 

Think about your current clients. Your book of business consists of a diverse set of employers and employees. But, what percent of their employees do you actually serve?

With clear rules stating who is and isn’t eligible for benefits, most brokers zone in on the benefits-eligible segment as they present their strategies to the employer. Obviously, this is a necessary step, but have you considered the untouched opportunity that traditional strategies miss? 

What’s your mid-year strategy? The next couple months carry vast opportunity with both current clients and prospects. There’s no looming renewal deadlines or employer end of the year close-out urgency or organizing open enrollment meetings. So how are you leveraging the time?

I’m sharing 3 ideas to help make the most of your mid-year efforts….