The current system of “set and forget” with client relationships and consulting is broken. The status quo isn’t cutting it anymore. With millions of options just a keystroke away, brokerage firms need to do more if they want to drive world-class organic growth.
In Q4 of 2013, the focus of headlines was the disastrous roll-out of HealthCare.gov. In the next twelve weeks, we will see health care policy discussions zeroing in on enormous small group insurance rate increases, the cost of the employer mandate taking effect, and the first payment of transitional reinsurance fees due, all effective in January of 2015.
Our software and research team sits on the front-lines of health and benefits market trends, policy roll-out, and employer changes. Through conversations we have with agents and brokers, we know that many are not taking the necessary, proactive steps to help their clients navigate these changes.