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 that...

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    Expand your network: how to write a killer LinkedIn connection message
    By Whitney Duprey on May 9, 2019 | 3 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 Party...

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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 pricing...

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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 driving...

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    Why you should focus on helping clients with recruitment
    By Alex Tolbert on February 18, 2019 | 3 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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    BerniePortal February 2019 Dynamic Duo Spotlight
    By Gretchen Smitson on February 14, 2019 | 2 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 our...

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    Why employers leave their brokers
    By Alex Tolbert on January 7, 2019 | 2 min read time

    Check out this column in BenefitsPro: No one wants to lose a client, but in the benefits industry, it’s sometimes unavoidable. In some cases, the...

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    How to help clients create association health plans
    By Alex Tolbert on September 7, 2018 | 2 min read time

    Check out this column in Employee Benefits Adviser:  New rules from President Trump and the Department of Labor expand the scope of association...

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    Three problems with reference-based pricing—and their solutions
    By Alex Tolbert on March 5, 2018 | 3 min read time

    Check out this column in American's Benefit Specialist Magazine: As more employers turn to self-funding in an effort reduce costs and have more...

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