Client Communication

  • How Manchester United’s methods can help all employers

    July 23, 2014

    For some employer groups, setting high standards starts with hiring the right people, and from Manchester United Foundation’s mindset, as one of the most popular and successful sports teams on Earth, strong leadership and culture is “imperative” to high performance among employees.

  • Education heightens employee satisfaction with benefits, employers

    July 23, 2014

    Employees are increasingly dissatisfied with their benefits, and therefore dissatisfied with their employers, but new research shows better benefits education can help.

  • Targeting niches: How one adviser’s focus on specific markets pays off

    July 21, 2014

    Founded by his father on the principle of specialty servicing in 1956, Mike Lewer’s business model is set to distinguish his brokerage team with post-ACA success for years to come.

  • Beating benefits bewilderment

    July 16, 2014

    Road to Workplace Benefits Mania: Ahead of the July conference, speaker Harry Gottlieb discusses the need for stronger benefits communication including the problems that arise when it’s not present, and how to fix this crucial element for the benefit of your clients’ employees.

  • CDHP confusion exposes need for adviser assistance, educational tools

    July 11, 2014

    An increase in the offering of consumer-driven health care products has not translated into increased understanding on the part of consumers — exposing a need for more assistance from benefit professionals and educational tools.

  • Health insurers to refocus marketing efforts to reach uninsured

    July 10, 2014

    As media interest in health insurance exchanges decreases over time, the insurance industry may need to develop more effective communications to reach the uninsured.

  • How to leverage ESOP uptick, despite increased scrutiny

    July 8, 2014

    A recent increase in formations of employee stock ownership plans, known as ESOPs, has put the spotlight on the combined employee benefit and small business management succession tool that has been in existence since 1956.

  • Why worry about ERISA?

    July 2, 2014

    If it “smells like a benefit plan,” you likely have to follow ERISA, said one speaker at the National Association of Health Underwriters annual convention in Scottsdale, Ariz. Here are some general tips benefit advisers need to know about complying with this law, for your clients and their employees alike.

  • Benefits enrollment disconnect

    July 1, 2014

    A significant divide exists between the open enrollment tactics employees find helpful and those that employers actually provide. For instance, 94% percent of employers agree that one-on-one, in-person meetings are an effective tactic to engage employees, but less than half implement it.

  • Protect your brokerage while selling on the ACA exchanges

    July 1, 2014

    One speaker at the National Association for Health Underwriters annual conference Monday provided suggestions for brokers to protect their businesses, as well as increase referrals, when enrolling individuals and small businesses on the public marketplaces.

  • How advisers can spur higher retirement savings rates

    June 27, 2014

    According to one 401(k) expert’s poll, employees need to be saving 20% of their earnings for retirement. How they get there is where you come in.

  • Communication and trust are closely related

    June 26, 2014

    Blogger Mark Gaunya breaks down these concepts as they relate to client and prospect relationships in today's ever-changing business world. Follow his principles and tips for improving in these areas.

  • Advisers poised to address consumer concerns with ACA premium hikes

    June 20, 2014

    Early health plan rate filings for 2015 signal premium rate hikes that could force individuals to consider switching plans. Confused consumers will be looking for help from benefit brokers and agents well-versed in plan options.

  • Close the gap in employee and employer benefit enrollment satisfaction

    June 19, 2014

    Advisers can help employers boost employee benefit enrollment with better employee education and communication.

  • 'It's a good idea if your clients get to know each other'

    PODCAST | June 17, 2014

    Joe Ellis, senior vice president at CBIZ Benefits & Insurance Services, discusses the role of benefit advisers in today's ever-changing insurance industry and how advisers can best target employer clients seeking their specific skill set.

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