Articles | Benefeature

Cliff's Insights Playbook # 5: Know Your Broker

Written by Cliff Murch | Sep 4, 2024 8:03:33 PM

Who is your "best" broker?

Are you sure?

Have you based that on feeling or facts?

Having a 360-degree view of your broker – market presence, new sales activity, your market share, and inforce block of business – is crucial to your success as you compete with dozens of other carriers for their attention, business, and shelf space.

With Benefeature and AskGMS, you can easily pull all of the above, and more, which will allow you to proactively understand your broker with the most trusted and robust business intelligence in the market and build a comprehensive broker business plan.

As you propose proven and trusted sales/growth strategies to your broker based and focused on their preferences, you will differentiate yourself in an ever increasingly competitive landscape.    

I’ve included a couple of market-proven approaches below: