Agency Growth

Using a Year-Round Approach to Securing BORs

Mary Chauvin | February 3, 2025

Congrats! You made it to Q1, and your busiest time of year is over. While the fourth quarter is a whirlwind with open enrollment and client support,...

Benefits Brokers Are the First Line of Defense for Educational Efforts

Aidan Farrish | April 2, 2024

If you’re a benefits broker working with small to midsized employers, you’re the one who HR should be able to lean on for benefits education.

Your Step-by-Step Guide to a Successful First Prospect Meeting

Germeen Tanas | March 19, 2024

Regardless of the product or service, any good salesperson will tell you that a strong process is key to earning new business. With these four steps,...