Brokers' Corner

Discover essential marketing strategies that propel businesses to success in today's competitive landscape. learn how to harness the power of networking, storytelling, and innovation to elevate your brand. This comprehensive guide unveils proven tactics for maximizing ROI, building brand equity, and staying ahead of the curve. For brokers, these six strategies will empower you to navigate and thrive in the ever-evolving world of marketing.

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This week on Brokers' Corner, Mary sits down with Associate Attorney Meredith Box. The discussion centered on crucial insights for businesses regarding AI and best practices. She emphasized that while AI offers tremendous opportunities, businesses must navigate legal and ethical considerations carefully. She highlighted the importance of understanding data privacy laws, especially in AI-driven decision-making processes, to mitigate risks of bias and discrimination. She advised the necessity of regularly updating AI systems to align with evolving legal standards and industry practices. Overall, the interview provided invaluable guidance on leveraging AI responsibly while safeguarding business interests and maintaining regulatory compliance.

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In this episode learn how to sell against the infamous Professional Employer Organization (PEO) by learning what they are, what they do, and how they market themselves. Leveraging the cons of a PEO could be your golden ticket by filling in those gaps for employers.

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In this episode of Brokers' Corner, Mary interviews Stephanie Sappo, an HR professional who has been in the industry for 15 years. She discusses what HR looks for in a broker and what qualities are the most important. Benefits are a HUGE part of employee compensation and a big component of employee retention. HR professionals look to you to be an advisor to this important aspect of compensation.

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Many brokers we talk to have a goal of going upmarket. They say they have enough small-group clients, and they want to go where the big bucks are. While winning a huge client is a great success, there are ways to make your small groups massively profitable as well. Tune in to Brokers' Corner to find out how as Mary walks through a case study on the difference in profits from health and dental and what additional revenue is possible with ancillary options.

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This week on Brokers' Corner, Mary will go over the difference between EDI and API and how API integrations are a helpful and efficient way of communicating employer information to carriers.

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In the last FAQ, Mary Chauvin talked about the difference between self-funded and fully-funded. In this episode, she explores level funding and how it is a good in-between option for small and mid-sized businesses. Listen in to learn if your employer groups could benefit from level funding.

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This week on Brokers' Corner, Jill Pedersen, a Broker Partner of BerniePortal's from Oregon, joins the show to share some of her wins and losses in this industry since 2009, when she managed her groups manually. Jill shares the essential adaptations of the role of a broker since then and the necessary adaptations that will persist in the field. Growing, learning, and adding more capabilities will set you apart.

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In this new FAQ series, your host, Mary Chauvin, is going to bring you a breakdown of different important benefits topics. This week, self-funded and fully-funded insurance is getting broken down so you, the broker, have some insight on what to recommend to your clients.

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This week on Brokers' Corner Colorado broker, Kevin Wood, sits down and talks about his experience as a newer broker to the industry. While a lot of brokers have been around a while, there is an advantage of having a fresh perspective. The benefits industry is slow moving, and a lot of brokers have kept the same strategies for quoting, communicating, and open enrollment. Breaking into the industry, especially with the help of technology, allows another angle to have a competitive edge against other agencies.

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