As a benefits consultant, you already use business intelligence tools to help your business run more efficiently. You also use intelligent products like Google Maps in your personal life to send you in the right direction on your next road trip. So why aren’t you using intelligence in your sales process?

It used to be that when crafting clients’ plans, advisors used data warehouses and off-the-shelf reporting solutions, but these approaches are no longer sufficient. To support their clients, sales teams need efficient tools to maximize their resources.

Consultants and brokers who leverage health intelligence to sell are winning larger groups than those who don’t. In fact, agencies using intelligent analytics during the sales process in 2021 grew their average group size from 133 to 505 enrolled employees. That’s a 280% increase.

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