Blog

Client Retention and Acquisition Tips

client retention and acquisition tips
October 23, 2024

Client Retention and Acquisition Tips Your customers are essential to your company and its bottom line. Producers must find ways to increase their client base and foster the relationships they already have. Taking steps to attract and retain consumers is vital to your business. Below, we explore ways to improve these efforts and the benefits […]

Leer más

Tailoring Health Insurance Benefits to Your Clients’ Needs

Tailoring health insurance benefits to client needs
October 23, 2024

Tailoring Health Insurance Benefits to Your Clients’ Needs In recent years, the health insurance landscape has undergone a significant transformation, with customization emerging as a key differentiator for successful insurance brokers. The growing complexity of healthcare needs, rising costs and evolving employee expectations have created a demand for more personalized health insurance solutions. This comprehensive guide […]

Leer más

Cost Saving Strategies for Brokers

cost saving strategies for brokers
August 13, 2024

Cost-Saving Strategies for Brokers As an insurance producer, your pitch is most persuasive to prospects when you show them you can put together the benefits they need for their employees at the best price. Along with your expertise in finding solutions that align with their priorities, your ability to get your clients the best deals […]

Leer más

How to Help Clients Understand Open Enrollment Options

How to Help Clients Understand Open Enrollment Options
July 17, 2024

Open enrollment season is an important time of opportunities and challenges for employees. On the one hand, they can enroll in healthcare solutions that improve their well-being, job satisfaction and productivity. On the other hand, they may be intimidated and confused by the range of options and how to enroll. Nearly two-thirds of employees say their employer’s […]

Leer más

The Broker’s Forecast: Insurance Trends Shaping 2024

Broker forecast
June 10, 2024

The insurance industry has evolved over the years. Insurance providers and brokers must know the trends and continuously adjust operations to meet the market demands. Common strategies include adopting technology and expanding services to accommodate customer needs. While these solutions are generally helpful, brokers must implement strategies to harness their full potential. Producers who want […]

Leer más

What Is an ICHRA and How Does It Work?

Learn about ICHRAs
May 14, 2024

What Is an ICHRA and How Does It Work? An individual coverage health reimbursement arrangement (ICHRA) is a flexible health benefits option, and it’s growing in popularity in 2024. It allows employers to reimburse employees for a portion or all of their health insurance premiums. Compared to traditional group plans, ICHRA health insurance suits employees […]

Leer más

How Technology Can Empower Health Insurance Brokers

Broker Speaks with Client
April 15, 2024

It’s no secret that technology has impacted almost every facet of modern life. One of the last industries to join this technological revolution is health insurance brokers, who often use paper-based processes or standalone systems. As more companies demand tools and technology that can help them serve a younger workforce, health insurance brokers must quickly […]

Leer más

How to Combat High Healthcare Costs

How to Combat High Healthcare Costs
April 3, 2024

American healthcare costs have always been high — yet the Centers for Medicare and Medicaid Services predicts they will increase by another 5% throughout 2024. Companies that provide job-based healthcare will feel the impact more severely, triggering them to shop around for better products. As a producer, you have the task of finding ways to reduce healthcare costs and […]

Leer más

The Best Ways to Help Clients Manage Group Insurance Costs

Managing Group Health Insurance Costs
March 7, 2024

Request a proposal Employers find it important to provide a comprehensive benefits package to attract and retain employees. As an insurance broker, you must make this easier for employers by reducing the costs as much as possible. Group health insurance plans are an effective way to lower employee insurance costs, and you can reduce the […]

Leer más

¿Cumple la ERISA? Siga esta lista de comprobación

¿Cumple la ERISA?
19 de octubre de 2023

¿Es usted una empresa que ofrece planes de jubilación y asistencia sanitaria a sus empleados? ¿Quiere saber cómo cumplir la Ley de Seguridad de Ingresos de Jubilación de los Empleados (ERISA)? Si la respuesta es afirmativa, ha llegado al lugar adecuado. Esta guía simplifica los requisitos de cumplimiento de ERISA y ofrece una lista de comprobación para ayudarle a [...]

Leer más

    Descarga de recursos

    Rellene los campos siguientes para descargar los recursos.