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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 analysis. With Benefeature and AskGMS, you can confidently review your territory to uncover...

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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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2 min read

Unveiling Our Partnership with ISS Market Intelligence - Discovery Data

We are excited to announce our strategic partnership with ISS Market Intelligence - Discovery Data, a collaboration that significantly enhances our...

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3 min read

Cliff's Insights Playbook # 2: Growing Profitable New Sales Through Effective Prospecting

"How can effective prospecting deliver profitable new sales?" Prospecting for new business can be a frustrating and time-consuming process for...

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1 min read

June 2024 Data Release Announcement

We are excited to announce that the latest Department of Labor Form 5500 filings have been loaded to the Benefeature platform. This update enhances...

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4 min read

Cliff's Insights Playbook #1: For the Carrier: Increasing Broker Penetration

"How much new sales revenue could this generate, anyway?" $15 Million of New Annualized Sales Premium in the First Year! Let’s just do some simple...

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1 min read

Cross-selling Strategies for Employee Benefits Brokers

Cross-selling can be a valuable strategy for benefits brokers to maximize their offerings and provide comprehensive solutions to clients. Here are...

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1 min read

Cliff's Insights: Upcoming playbooks

ATTENTION INSURANCE CARRIERS, BROKERS, AND ACCOUNT MANAGERS!

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