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Resources
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Broker Checklist: How to Choose the Right Insurance Carrier
From Assurity Life Insurance Company
You may not be looking for a new partner right now, but you can use this checklist to ensure you’re with the right partner.
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Voluntary Benefits: Closing the Gap Between Health and Wealth
From Mercer
Discover how to use voluntary benefits like supplemental health and financial wellness tools to recruit and retain top-tier talent.
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2018 Benefit Trends Report
From Empyrean Benefits Solutions
Get insight into the status of the industry so you can gain a competitive edge and continue to deliver what clients need.
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Your Cheat Sheet for Pharmacy Benefits
From Truveris
Use this tool to help clear away the confusion inherent in pharmacy benefits and guide your clients to the right solutions.
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Personalize Employee Benefits Where it Matters Most
From The EX Program
Find out why digital tobacco cessation programs have a huge upside for your organization, employees, and bottom line.
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Executive Health Plans Still Remain a Viable Option -- Here's Why
From ArmadaCare
Understand how executive medical reimbursement plans are still possible and powerful in a post-ACA landscape.
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10 Questions You Should Be Asking Your Benefits Broker
From Mercer
To create a best-in-class benefits program, you need a partner who can deliver a strategy that meets your employees’ needs and provides sustainable savings. Learn how to ensure your broker delivers.
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Health and Welfare Benefits Summary Plan Description (SPD) Checklist
From ThinkHR
Print up this checklist to use as you work together with your clients to prepare SPDs for employee benefits plans and ensure they stay compliant.
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The True Cost of Cutting Healthcare Coverage
From ArmadaCare
Get key facts about the true cost of trying to curb health benefit costs - it’s more than meets the eye.
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Social Media Playbook: 10 Best Practices for Brokers
From Assurity Life Insurance Company
Find out how to use social media as an effective professional tool to promote yourself and your business.
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HSA Bank Health & Wealth Index
From HSA Bank
This comprehensive study examines key research findings that will help you ensure your clients’ employees live healthier now and in their retirement.
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How to Help Your Clients Be Prepared for DOL Audits
From ThinkHR
Do you know what your clients need to do to be prepared for a DOL audit? Get more information to help them avoid costly consequences.
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The Expanding Role of a Benefits Broker
From BenefitMall
Discover why and how you must evolve to better meet your clients' changing needs.
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2018 Specialty Drug Trends: What Brokers Should Expect
From Truveris
Help clients better understand the rising costs of specialty medication and how to ease the burden on employees.
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The Training Solution That Can Save Your Clients Thousands
From ThinkHR
Your clients’ employees want more learning opportunities and you can show your value by helping clients improve their training programs.
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3 Key Steps to Off-Cycle Sessions with Clients
From ArmadaCare
Is your off-cycle strategy on point? Use this tool to prepare for off-cycle client meetings.
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Find the Answer to High Deductible Health Plan Grumbles
From ArmadaCare
High deductible health plans help lower premiums, but also bring new frustrations in rising out-of-pocket costs. Learn how to offer a different solution for clients and their employees.
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10 Ways to Save Your Clients from Competitors
From ThinkHR
Don’t lose your clients to the competition. Act now to build a rock-solid wall of retention around your book of business.
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Networking: 4 Questions to Ask Yourself
From Assurity Life Insurance Company
Don’t be left behind if you’re unfamiliar with modern networking know-how and social media best practices. Get better networking skills now!
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Video: How to Make a Healthcare Broker's Day Smoother
From ArmadaCare
A broker’s day is never boring, but there are steps you can take to make it easier.
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After a Tough Renewal Season, Time to Get Back Out There and Prospect
From ThinkHR
Don’t let this time go to waste -- now is the time to talk to potential clients left aching after a troublesome renewal period.
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Broker Tool: Help Clients Understand Updated HIPAA Rules
From ThinkHR
What you and clients don’t know about HIPAA compliance could hurt. Make sure your clients have the information they need.
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Solving the Healthcare Cost Seesaw Dilemma: What's a Trusted Consultant to Do?
From ArmadaCare
It is difficult to help your clients overcome both rising benefits costs and the hidden costs of recruiting and retaining talent. Discover solutions now.
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Five Key Areas Where Brokers Can Make an Enormous Difference
From ThinkHR
Learn how focusing on delivering the type of results that employers need or desire can increase competitive advantage in the marketplace.
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Tips on Getting Your Foot in the CFO's Door
From ThinkHR
Getting in front of a CFO can be the final piece of the sales puzzle, but brokers need to be prepared. Use these tips and a checklist to ensure you can do just that.
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Don't Just Deliver Bad News -- Solve Insurance Problems
From ThinkHR
Tough news about rate hikes doesn’t have to wreck your client relationships. Learn how to use bad news to show you’re an ally.
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Tips to Show Your Value to Clients, Throughout the Year
From ThinkHR
Learn how to illustrate your true value all year and grow your business!
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3 Key Steps to Retaining Clients
From ThinkHR
Use these tips to ensure your clients remain loyal because of your value, not because of your quotes.
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Your Renewal Nightmare -- There's a New CFO in Town
From ThinkHR
A management shake-up doesn’t automatically mean you will lose a client. Learn how to overcome this tough challenge and keep your important accounts.
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Your Renewal Nightmare: Losing a Top Client
From ThinkHR
Keep competitors from scooping up your best accounts by showing clients your value.
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Broker Tool: Why Critical Illness Insurance?
From Assurity Life Insurance Company
Help your clients and their employees understand the difference critical illness insurance can make when these types of illnesses happen.
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Do the Math: Out-of-Pocket Healthcare Costs
From ArmadaCare
Your clients’ top performers are likely spending over $10K on healthcare expenses each year on routine expenses alone. Watch this video to see how it adds up!
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Help Clients Say Goodbye to Out-of-Pocket Healthcare Expenses
From ArmadaCare
Use this infographic to learn a new strategy that helps your clients combat out-of-pocket healthcare expenses.
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Benefits by the Numbers
From ArmadaCare
With so much change going on in the benefits industry, this infographic is a handy tool to keep in your back pocket.
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4 Hot Health Insurance Trends
From ArmadaCare
As you work with clients, it is important to understand how these trends are influencing the benefits world.
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10 Things to Eliminate from Your Group Insurance Vocabulary (and What to Say Instead)
From Assurity Life Insurance Company
You know how this industry works, but your clients may not. Remove these 10 terms from your vocabulary to reassure clients.
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9 Reasons Why Your Clients Should Offer Voluntary Benefits
From Assurity Life Insurance Company
Help clients understand how offering their employees voluntary options enriches their organization and brings in better talent.
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