Broker blog

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:

In this episode, we are graced with the wisdom & moxy of Kathy Gadinas. Key insights include:

This episode brings you wit & wisdom from Billy Bridwell. Here's a bit of what you'll get...

In this socially-distanced episode we bring you the wisdom and (dry) wit of Bret Brummitt. Here's a bit of what you'll get...

Ready for a few minutes of wit and wisdom from David Smith? Here's a bit of what you'll get...

How do you make the most of mid-year client reviews?

It’s a great opportunity to step back, re-evaluate, and talk about future “what-ifs” - without the frantic last-minute decisions or late-night convos about when those elusive cards will arrive. 

I contend the Coronavirus makes this year’s reviews more valuable than ever. Many employers have had the inertia shaken out of them and will be more open-minded to new strategies.   

Here are 4 ideas to help make the most of your mid-year efforts….