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Successful brokers know the importance of keeping their pipeline full, especially during challenging times. So, you’ve built good prospecting habits like setting goals, establishing routines and scheduling time to connect with potential clients.

But there’s another critical pipeline management strategy that you may be overlooking: Having the right mix of health benefit plan designs for your small- to mid-sized clients.

One emerging insurance option — level funding — gives prospects more control over costs than traditional fully insured plans. And, it’s catching on. According to the 2020 Health Benefits Survey, level funding for small employers increased nearly 29% from 2019 to 2020.

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