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Playbook Series10 playbooks

Insights Playbooks

Ten data-driven strategies from Cliff Murch

Insights Playbooks translate AskGMS market benchmarks and Benefeature employer intelligence into practical strategies for carriers, brokers, and distribution leaders. Start with Playbook #1 or jump to the topic that matches your current priority.

Cliff Murch
Cliff Murch

Benefeature Advisor

Playbook #1Start here

For the Carrier: Increasing Broker Penetration

Discover strategic approaches for carriers to increase their broker penetration and expand market reach through data-driven insights and targeted relationship building.

Cliff MurchJul 10, 2024
Playbook #2

Growing Profitable New Sales Through Effective Prospecting

Learn how to identify and target the most promising prospects using data-driven insights and strategic prospecting techniques to maximize your sales success.

Cliff MurchJul 17, 2024
Playbook #3

Leveraging Inforce Block to Generate New Sales

Discover how to use your existing inforce block to identify new sales opportunities and expand your business through strategic analysis and targeted outreach.

Cliff MurchJul 24, 2024
Playbook #4

Using Facts, Data, and Logic to Manage Your Territories

Manage your territory confidently with Benefeature & AskGMS: uncover underperforming segments & opportunities.

Cliff MurchAug 14, 2024
Playbook #5

Know Your Broker

360 degree broker view with Benefeature and AskGMS — market presence, new sales, your share, and inforce business — so you can build a winning broker plan.

Cliff MurchSep 4, 2024
Playbook #6

Know Your Employer

With Benefeature and AskGMS you can quickly identify employer needs, deliver tailored solutions, and stand out in a competitive market.

Cliff MurchSep 23, 2024
Playbook #7

Build a Broker Business Plan

With Benefeature and AskGMS, you can quickly gather the insights needed to prepare a comprehensive broker plan.

Cliff MurchOct 16, 2024
Playbook #8

Turning Disruption into Opportunity

Leveraging Benefeature and AskGMS during insurance mergers and acquisitions.

Cliff MurchNov 5, 2024
Playbook #9

How to Identify Common Customers

Eliminate Missed Opportunities: Identify and Leverage Common Customers with Benefeature.

Cliff MurchNov 25, 2024
Playbook #10

Using Retirement Plan Metrics to Sell Group Insurance Products

Learn four proven strategies of using retirement plan metrics to sell group insurance products with Benefeature.

Cliff MurchDec 31, 2024

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