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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

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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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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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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