Identifying prospects: 11 creative ways to scout businesses new to the area

Here's how to get on the leading edge, discovering new businesses before everyone else does.

By Bryce Sanders | April 20, 2021 at 05:00 PM

closeup of business man handing card to person

You want new clients. Let's start with several assumptions. Your practice provides many services. This includes benefit plans. Commercial insurance. Personal insurance. Retirement plans. Investments and wealth management. If a new business opens nearby, you've got something to offer.

Complete your profile to continue reading and get FREE access to BenefitsPRO, part of your ALM digital membership.

Critical BenefitsPRO information including cutting edge post-reform success strategies, access to educational webcasts and videos, resources from industry leaders, and informative Newsletters.
Exclusive discounts on ALM, BenefitsPRO magazine and BenefitsPRO.com events
Access to other award-winning ALM websites including ThinkAdvisor.com and Law.com

NOT FOR REPRINT

Benefits Sales Strategies

Advisor Sales Strategies

1 IRS announces HSA, HDHP limits for 2025

2 Closing the Gap: Strategies for Achieving Health Equity in the Workplace

3 'Deny, deny, deny!' That's how a staff doctor at Cigna was told how to review claims

4 Big Pharma layoffs continue, as Bristol-Myers Squibb cuts 2,200 jobs, $1.5B in costs

5 Change Healthcare, Kaiser Permanente cyberattacks: A wake-up call for health care

Consulting
Consulting Top Consultants 2024
June 27, 2024 - New York

Consulting Magazine identifies consultants that have the biggest impact on their clients, firms and the profession.
More Information
Real Estate
GlobeSt. Women of Influence (WOI) 2024
July 22, 2024 - Lake Tahoe

GlobeSt. Women of Influence Conference celebrates the women who drive the commercial real estate industry forward.
More Information
Consulting
Consulting Best Firms to Work For 2024
September 12, 2024 - New York

Consulting Magazine identifies the best firms to work for in the consulting profession.
More Information

Survey: employers not in line with employee benefits needs

By Joel Kranc | May 16, 2024

Only 47% of respondents felt the benefits their employers offered fit their specific needs.

Survey: employers not in line with employee benefits needs

Plan design, employee experience top of mind for benefits leaders

By Tony Spangler | May 16, 2024

Empyrean's EVOLVE 2024 brought together over 150 attendees to discuss ways that technology and communications can change how companies support and engage their workforce, create more connected cultures, and elevate benefits in the employee experience.

Plan design, employee experience top of mind for benefits leaders

Fiduciary-minded benefits: the roles and responsibilities of advisors

By Mark Galvin | May 16, 2024

By taking decisive action and supporting employer groups in their pursuit of prudent fiduciary actions, benefits advisors can help reshape the health care ecosystem and ensure cost-effective, high-value care for all employers and employees.

C-Suite Broker Relationships and Cost-Containment Survey Results link

Report

Instant Insights /

Identifying prospects: 11 creative ways to scout businesses new to the area

Complete your profile to continue reading and get FREE access to BenefitsPRO, part of your ALM digital membership.

1 IRS announces HSA, HDHP limits for 2025

2 Closing the Gap: Strategies for Achieving Health Equity in the Workplace

3 'Deny, deny, deny!' That's how a staff doctor at Cigna was told how to review claims

4 Big Pharma layoffs continue, as Bristol-Myers Squibb cuts 2,200 jobs, $1.5B in costs

5 Change Healthcare, Kaiser Permanente cyberattacks: A wake-up call for health care

Survey: employers not in line with employee benefits needs

Plan design, employee experience top of mind for benefits leaders

Fiduciary-minded benefits: the roles and responsibilities of advisors

BenefitsPRO

Don’t miss crucial news and insights you need to navigate the shifting employee benefits industry. Join BenefitsPRO.com now!

Instant Insights /

Identifying prospects: 11 creative ways to scout businesses new to the area

Complete your profile to continue reading and get FREE access to BenefitsPRO, part of your ALM digital membership.

Dig Deeper

Trending Stories

1 IRS announces HSA, HDHP limits for 2025

2 Closing the Gap: Strategies for Achieving Health Equity in the Workplace

3 'Deny, deny, deny!' That's how a staff doctor at Cigna was told how to review claims

4 Big Pharma layoffs continue, as Bristol-Myers Squibb cuts 2,200 jobs, $1.5B in costs

5 Change Healthcare, Kaiser Permanente cyberattacks: A wake-up call for health care

Events

Recommended Stories

Survey: employers not in line with employee benefits needs

Plan design, employee experience top of mind for benefits leaders

Fiduciary-minded benefits: the roles and responsibilities of advisors

Resource Center

BenefitsPRO

Don’t miss crucial news and insights you need to navigate the shifting employee benefits industry. Join BenefitsPRO.com now!