Enrollment

When it comes to licensing, you need to consider cost, training, ongoing support, and add-ons.

Below are a few things to keep in mind as you provide clients guidance to ensure employees are off to a strong start that keeps them on the path to achieving the goals theyll be setting for 2018.

I would argue that the most influential disrupter to our industry must be the willingness of the broker community at large to adjust, adapt, and embrace our ever-changing market.

Investing in a benefits program doesnt necessarily mean spending more on benefits.

Customer engagement is becoming a buzzword in the benefits industry. However, more often than not, it is thrown around without the necessary strategic shift and operational wherewithal of an actual engagement plan.

Through critical analysis of past performances, strategic goal-setting, thoughtful planning and ongoing, personalized coaching, brokers, advisors and employers can work together to pull off a winning open enrollment "season."