Benefits Broker Prospecting

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• form 5500 prospecting

  Form 5500 Prospecting: How to Read a Filing Like a Broker

  Every employer-sponsored health plan with 100+ participants files a public document that names its broker, its carrier, its commission, and its renewa

• employee benefits renewal timeline

  The Employee Benefits Renewal Timeline, Month by Month

  Half of group health plans renew January 1. Work backwards from that and the prospecting calendar writes itself, including the four months everyone wa

• broker of record letter

  The Broker of Record Letter: What It Does and When to Ask

  A BOR letter is one page and takes a minute to sign. It is also the highest-friction moment in a benefits sale, and almost none of that friction is ab

• first time form 5500 filers

  First-Time Form 5500 Filers Are the Softest Segment on the File

  An employer filing a health and welfare 5500 for the first time just crossed a line they may not have known existed, often with a broker sized for the

• form 5500 schedule a

  How to Read a Form 5500 Schedule A, Line by Line

  Schedule A is the only public document that tells you what your competitor is being paid to service an account. Most producers have never opened one.

• group health broker lead generation

  Group Health Broker Lead Generation: A Twelve-Month Calendar

  Benefits is a calendar business. Most brokers prospect as if it were a volume business, which is why January feels impossible and June feels empty.

• miedge alternatives

  miEdge Alternatives: What You Are Actually Paying For

  Search "miEdge alternatives" and you get G2 listicles recommending Tableau. Here is the real comparison, starting with the uncomfortable fact that the