How to explain benefits like a pro during open enrollment
    By Emily Kubis on June 25, 2019 | 2 min read time

    3 Tips to Your Best Q4 Yet One of the more challenging aspects of open enrollment is ensuring employees have a good grasp on their benefit options...

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    Six ways to generate inbound insurance leads
    By Whitney Duprey on June 18, 2019 | 2 min read time

    What is an inbound lead?

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    Three HR questions to ask your prospects
    By Alex Tolbert on May 22, 2019 | 3 min read time

    Check out this column in Employee Benefits Adviser: These days, it’s not enough to compete on quotes for new business. Most agencies recognize...

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    Expand your network: how to write a killer LinkedIn connection message
    By Whitney Duprey on May 9, 2019 | 2 min read time

    As of 2019, LinkedIn has more than 500 million users, and 154 million of them are based in the United States. That’s 154 million opportunities to...

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    Brokers, should you get your own platform or use your general agency's?
    By Sarah Weinstein on May 1, 2019 | 2 min read time

    The pros and cons of your own benefits platform vs. your GAs  As the industry continues to move online, many General Agencies (GAs) and Third...

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    How to compare the pricing of benefits administration software
    By Sarah Weinstein on April 19, 2019 | 2 min read time

    Breaking down pricing structures If you’re comparing benefits administration software platforms, you’re probably hearing a lot of numbers and...

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    BerniePortal April 2019 Dynamic Duo Spotlight
    By Gretchen Smitson on April 12, 2019 | 1 min read time

    Broker Partner + Client Success BerniePortal is more than just a software platform to its licensees—it’s a partnership! In order to demonstrate...

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    How to Overcome Reference-Based Pricing Hurdles and Save Clients Money
    By Emily Kubis on April 10, 2019 | 1 min read time

    The new reference-based pricing At Weekdays with Bernie, BerniePortal’s users conference, reference-based pricing expert Lester Morales shared his...

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    Trends driving agency consolidation and deal activity
    By Leah Rubin on April 4, 2019 | 2 min read time

    Dan Campbell, Vice President at Campbell Petrie Inc. spoke about benefits agency M&A at Weekdays with Bernie 2019 last week, exploring trends...

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    Why you should focus on helping clients with recruitment
    By Alex Tolbert on February 18, 2019 | 2 min read time

    Check out this column in BenefitsPro: At the beginning of the year, many brokers and agency owners are taking advantage of the slower, post-open...

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