エピソード

  • What Underwriters Wish Brokers Included in RFPs
    2026/06/09

    Stand out in your next RFP. Discover how underwriting perspectives, narrative, and key context can elevate submissions and help you better advocate for your clients.

    続きを読む 一部表示
    11 分
  • The ROI Of Workforce Mental Health Solutions
    2026/04/28

    How can ROI really be measured for workforce mental wellness solutions? Learn how brokers can connect productivity and engagement to significant medical cost savings — and confidently demonstrate to their clients why investing in them explains the data behind mental health solutions.

    続きを読む 一部表示
    13 分
  • What’s Shaping the Broker Market Now: AI, absence, and dental trends
    2026/04/22

    We sit down with Jeff Giovannelli, Head of Group Benefits Distribution, to break down the latest market trends shaping the broker landscape. Jeff shares what brokers need to know to strengthen client relationships, stand out in a crowded market, and position themselves for long-term growth.

    続きを読む 一部表示
    15 分
  • Fixing Broker Bottlenecks: The Guardian and ThreeFlow partnership
    2026/03/31

    Discover how Guardian and ThreeFlow Connect help brokers quote faster, simplify renewals, and turn better data into better client conversations — without adding work to their day.

    続きを読む 一部表示
    14 分
  • If You’re Not Discussing Paid Leave with Your Clients, Someone Else Is
    2026/03/26

    As a broker, you may see paid leave as a mandate‑only issue or assume state plans are enough. In this episode, we unpack why that thinking can limit growth — and how paid leave helps you start stronger absence conversations as client and employee expectations evolve.

    続きを読む 一部表示
    13 分
  • Winning the Finalist Meeting: How brokers and carriers succeed together
    2026/02/25

    This episode zeroes in on the pivotal role of the finalist meeting. The discussion explores how the outcome of these meetings can significantly influence a client’s decision-making process, often determining whether a broker secures or loses new business.

    続きを読む 一部表示
    10 分
  • Rising Dental Care Costs: Broker strategies for retention and growth
    2026/02/18

    Rising dental care costs are putting pressure on employers. Learn how brokers can use smart plan design and clear messaging to retain clients and drive growth.

    続きを読む 一部表示
    15 分
  • EDI to API — Best practice scenarios that reduce work
    2026/01/29
    This episode makes ben tech practical through real broker–client scenarios. We break down when APIs matter, where EDI still fits, and how brokers can guide clients toward the right ben admin and HCM setup. You’ll also hear best practices from finalist meetings and a consultative playbook brokers can use right away.

    続きを読む 一部表示
    13 分