Benefits Sales Strategies

As our market evolves, products multiply, and available tools like AI are incorporated into our process, we need to incorporate a learning mindset into our operations.

Given the various proposed legislation for PBM reform, benefits brokers would be well served to be fully aware of the changes, be able to explain how they might affect their clients, and in the best-case scenario, be prepared to offer recommendations for plan changes and employee communication.

Within the last year, 45% of American workers spent between $500 and $6,000 on mental health services.

Melanie Langsett, Recognition, Rewards & Wellbeing leader at Deloitte believes that benefits should be catered to the individual employee.

We must unlearn old habits and bridge the gap between customer and provider to build long-lasting trust.

"Mental health and financial health are closely interlinked, yet our emotions about money are usually overlooked, let alone factored into financial wellness," says Ellen Pedersen, head of product at Upwise.