Brokers' Corner

Have you spent countless hours and countless dollars on printing benefit booklets? Do you present at your open enrollment meetings and see a few booklets in the trash as you're leaving?

This episode of Brokers' Corner covers why printing benefit booklets is a waste of time and money and could also cause compliance issues.

As a broker, going above and beyond for clients is becoming the standard. Trennie Williams, the leader of BerniePortal's Account Management Team, spent some time as a broker before moving into his current role. So, in this episode, Trennie discusses how being a broker first helps him be a strategic partner to brokers all over the U.S. He shares what his team does to help brokers—from daily obstacles to "client stickiness" to winning BORs.Our New Blog Page for Brokers

This week on Brokers' Corner, Joe and Mary sit down with the Tolbert brothers. Broker businesses are historically run alongside family, and that is no different for these brothers who started the idea for their business at a family dinner one night. Alex and Brian advise on the triumphs and defeats that come with running a business, hiring tips, and the importance of cold calling. 

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This week on Brokers' Corner, Joe and Mary share these mistakes and inform you how to avoid them. The goal is scalability in your business so that you can grow your BOR and keep your clients happy. Tune in to find out what mistakes to avoid when growing your book of business.

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Podcast: https://podcasts.apple.com/us/podcast/brokers-corner/id1728526243

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Join us this week for Brokers' Corner to hear about why having a service and tech strategy matters for brokers. Do you only communicate with your clients a few months out of the year? Find out how you can stay relevant and provide resources year-round to create stronger relationships with your clients.

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G2 Article: https://www.g2.com/articles/hr-statistics

Alex Tolbert joins the show to discuss how his experiences as a broker resulted in creating software that not only is a ben admin solution but expanded into HR capabilities such as payroll and PTO tracking. As a broker, payroll can be tough to handle whether it's with a client or dealing with a payroll company. They are NOT your friend.

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The goal is to protect your book of business, but how? YOU need a strategy. In this week's episode, Joe Doyle and Mary Chauvin dive into 3 strategies that are effective in not only protecting your book of business but growing it as well. If you have ever lost a client to a PEO, this episode covers how to prevent that from happening.

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In this episode, Joe Doyle and Mary Chauvin talk about how small groups can compete with larger corporations. As the benefits broker, this is important because this is a great way to increase lines of coverage easily and efficiently.

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Sources:

https://www.linkedin.com/pulse/top-100-hiring-statistics-2022-rinku-thakkar/

https://www.forbes.com/sites/meghanbiro/2023/11/21/the-top-5-hr-trends-for-2024/?sh=69fc130338de

Welcome to Brokers' Corner! For the first episode, we will be going over how HR Tech has evolved and how that affects you as a broker. We provide pain points that your small groups are facing that are important points to consider when growing and protecting your BOR.

Forbes Article: https://www.forbes.com/sites/meghanbiro/2023/11/21/the-top-5-hr-trends-for-2024/?sh=60d09e1338de

BerniePortal Blog: https://blog.bernieportal.com/top-5-hr-metrics

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