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Some Good News Part 4: Do You Have An A-Team?

Friday, June 26, 2020
Warren Olaya
Some Good News Part 4: Do You Have An A-Team?
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Emily Mullen & Lyndsay Zwirlein share more good news on what’s happening in the employee benefits marketplace.

When evaluating a broker, you gather all of the business cards of the brokers you’ve met over the years. Then, you push out an RFP that you think will cover the aspects of what you want in your benefits program – but don’t pull the trigger to make a brokerage switch. The bar is so low for innovation for employee benefit plans. So, start demanding more for something you pay so much for annually!

Here’s where to start:
  • Develop a written strategic plan for the next 2-3 years.
    • It shouldn’t come down to renewal time to make changes
  • What else is out there?
    • What other solutions are available?
  • Consolidation is happening by the day; agencies are getting swallowed up everywhere.
    • Beware of changes to service!

Human nature is that the status quo is comfortable and change can be daunting. Now, is the best time for a gut check to find out if you are getting the proactive support and true strategic alliance with a benefits partner.

Evaluate your broker. Take a step back and review if things are moving in the right direction with where your business wants to be in the next 2-3 years.

Material posted on this website is for informational purposes only and does not constitute a legal opinion or medical advice. Contact your legal representative or medical professional for information specific to your legal or medical needs.

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