Heads Up Adviser

The Renewal Meeting


Listen Later

SHOW SPONSOR - VIRTUE ALLIANCE
Join the webinar "Group Purchasing Stop-Loss As Broker's Competitive Advantage in 2023." 
Tuesday, Sep 13 / 2 pm EST. 
CLICK HERE TO REGISTER >> 

 

CLICK HERE TO DOWNLOAD Virtue Health Case Study - 400-EMPLOYEE HEALTHCARE COMPANY EXPANDING ACROSS THE US


Benefits renewal season is officially upon us. And this year, it may get complicated. 

Healthcare brokers that plan to maintain their book of business this year must safeguard their renewal strategy for the September - October meetings. 

Kickstart this process with John Sbrocco and Craig Lack on this week's episode of the Heads Up Adviser Show: "THE RENEWAL MEETING." 

Learn how to create a range of scenarios for the employer, provide them with choices, and - more importantly - give them certainty and clarity before the renewal date. 

 

We covered: 

 

✔️ Re-selling last year's success

✔️ Mastering uncomfortable conversations

✔️ This year's dealbreakers


NEXT STEPS: 
 

1. Join Heads Up Adviser Facebook Group 👉 https://bit.ly/37hJFyk

2. Visit Heads Up Adviser Website 👉 https://bit.ly/36cYv7C 

3. Subscribe on Youtube https://bit.ly/2QVutkY 

4. Subscribe and Listen to Heads Up Adviser Podcast https://apple.co/35GRMDk

...more
View all episodesView all episodes
Download on the App Store

Heads Up AdviserBy John Sbrocco, Craig Lack

  • 5
  • 5
  • 5
  • 5
  • 5

5

29 ratings


More shows like Heads Up Adviser

View all
Pivot by New York Magazine

Pivot

9,542 Listeners

Pardon My Take by Barstool Sports

Pardon My Take

82,243 Listeners

Pod Save America by Crooked Media

Pod Save America

87,332 Listeners

Self-Funded by Spencer Smith

Self-Funded

37 Listeners