Heads Up Adviser

The Renewal Meeting


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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

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Heads Up AdviserBy John Sbrocco, Craig Lack

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