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2 min read

Cliff's Insights Playbook # 9: How to Identify Common Customers

Eliminate Missed Opportunities: Identify and Leverage Common Customers In the group benefits industry, many carriers and brokers offer multiple products to employers using different administrative systems and CRM (Customer Relationship Management)...

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3 min read

Cliff's Insights Playbook # 8: Turning Disruption into Opportunity

Leveraging Benefeature and AskGMS During Insurance Mergers and Acquisitions In today’s dynamic insurance environment, mergers, acquisitions, and...

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2 min read

Cliff's Insights Playbook # 7: Build a Broker Business Plan

Struggling to evaluate broker performance and potential? Creating a formal broker business plan is a proven and proactive approach to prepare for...

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3 min read

Cliff's Insights Playbook # 6: Know Your Employer

You just received an RFP for a 500-life employer group. How will you quickly identify and seize this opportunity? Proactively identifying...

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4 min read

Cliff's Insights Playbook # 5: Know Your Broker

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...

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3 min read

Analyze Competitors with Benefeature's Comprehensive Book of Business

At Benefeature, we are dedicated to empowering you with tools that deliver deep market insights and strategic advantages. Our latest feature...

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3 min read

Cliff's Insights Playbook # 4: Using Facts, Data, and Logic to Manage Your Territories

Managing a sales territory effectively can be a challenge; even more so if you are basing your assessments solely on qualitative or subjective...

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1 min read

July 2024 Data Release Announcement

We’re thrilled to announce that the latest Department of Labor Form 5500 filings are now live on the Benefeature platform! Our robust database just...

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1 min read

What is Free ERISA Data and what are the Pros and Cons?

Free ERISA data refers to websites or services that provide access to Form 5500 filings and other ERISA (Employee Retirement Income Security Act)...

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