Broker Innovation Lab

One of the most effective ways to win BORs is to take a year-round strategic approach.

Many employees are juggling the demands of their jobs with meeting the caregiving needs of their loved ones.

As employers navigate various offerings and identify strategies for driving employee utilization, this presents a unique opportunity for benefit advisors to serve as a trusted partner for clients.

How can benefits advisors help businesses differentiate themselves as a resource to help employees pursue various personal financial challenges and goals, no matter the macro environment?

The push and pull between customization and privacy presents a puzzle and an opportunity for benefits advisors who want to go beyond having a transactional relationship with their clients and become trusted advisors.

Sherry Rais at Enthea, Katie Mathews at Emerson Rogers, and MaryCarol Evans at SolV exemplify what it means to lead with impact, each pushing boundaries in their respective fields.