Recommending employee benefit plans that speak to your clients' needs doesn't have to be difficult. But it does require insight that can enlighten and clarify. And it needs to satisfy their key objectives.
As I mentioned here last month, data unearthed through the course of doing business is often the most powerful. This can be from your own block of business or through online tools that help you compare benefit designs by size, industry or geographic region.
Focusing on small to medium sized businesses, I have access to business-driven data that provides unique insight into what's important to clients. And, you don't have to dive deep to uncover some patterns. This is just the tip of the iceberg.
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