As brokers quickly shift gears from open enrollment to selling season, now’s agreat time to take a step back and assess every client you met withto ensure your relationships are solid and none are at risk ofleaving. We all know that from now through late summer, producerswill be determined to acquire accounts from incumbents that didn’tdeliver great experiences during open enrollment.

Those that stand out will use technology as a lever and reallydifferentiate themselves by showing their compliance and human capital management (HCM) expertise.Nowadays, brokers are not only trusted advisors on all thingsHCM, but should also consider themselves the“hunter-gatherers” of resources, charged with bringing the bestsolutions to the table.

It’s more important than ever to provide your clients with thebest tools and resources to excel in HCM, while also managing yourown client acquisition costs. So how can you make sure you’rebringing clients the right mix of HCM technologies and expertisewhile keeping your costs in check?

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