Broker blog

How can 2020 get even crazier? Enter October ;-)

Don’t get me wrong, it’s one of my favorite months, but anyone in the benefits industry knows it also packs a punch to your calendar with open enrollment meetings, trainings, renewal conversations, and a general race toward January 1st. Plus, this year adds the extra layer of doing it ALL online. 

Today I’m sharing 5 fresh tips to help with your renewals and new installs, along with tips specific to freshbenies…

Brokers are smart and they have a lot to say. My favorite comedian inspired me to capture broker insights in a fun way to share with you. With that, we created Brokers In Cars Getting Coffee. Sometimes we’re in cars. Most of the time there’ll be coffee. But we always have great insights about the employee benefits industry!

Brokers are smart and they have a lot to say. My favorite comedian inspired me to capture broker insights in a fun way to share with you. With that, we created Brokers In Cars Getting Coffee. Sometimes we’re in cars. Most of the time there’ll be coffee. But we always have great insights about the employee benefits industry!

It’s a key time for employee benefit professionals to rethink how we approach prospecting, selling and retaining clients in a digital world. 

In Part 1 of this article, we discussed the first two tips: 1) Define Your Audience, and 2) Share Valuable Content.

Without delay, let’s delve into the next 3 tips…

How are your digital prospecting and selling chops? We’re now many months into working remotely – and many employee benefits professionals are struggling to figure out how to serve clients in this environment. 

It seems we’ll be working this way well into 2021, so it’s time to rethink how we approach prospecting, selling and retaining clients – in a digital world. 

Another successful virtual conference is in the books! I’m sharing five themes our team took away from last week’s BenefitsPRO Virtual Broker Expo…

In this episode, we are blessed with the positivity and enthusiasm of Jeremy Mahoney. Key insights include:

Have you ever attended a virtual conference? When it was announced the 2020 NAHU Annual Convention would be virtual due to COVID-19, we were all curious how the format would compare. For our sales team, we had the perfect trio to experience the event from three distinct perspectives: