Articles

2 min read

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

Cliff Murch: Nov 25, 2024 8:16:09 AM

Eliminate Missed Opportunities: Identify and Leverage Common Customers In the group benefits industry, many carriers and brokers offer multiple...

3 min read

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

Cliff Murch: Nov 5, 2024 9:36:44 AM

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

2 min read

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

Cliff Murch: Oct 16, 2024 8:23:14 AM

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

3 min read

Cliff's Insights Playbook # 6: Know Your Employer

Cliff Murch: Sep 23, 2024 1:50:51 PM

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

4 min read

Cliff's Insights Playbook # 5: Know Your Broker

Cliff Murch: Sep 4, 2024 4:03:33 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...

3 min read

Analyze Competitors with Benefeature's Comprehensive Book of Business

Ian Ryan: Aug 20, 2024 9:34:41 AM

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

3 min read

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

Cliff Murch: Aug 14, 2024 9:16:41 AM

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

1 min read

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

Rebecca Nealis-Albee: Jul 25, 2024 3:31:06 PM

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

4 min read

Cliff's Insights Playbook # 3: Leveraging Inforce Block to Generate New Sales

Cliff Murch: Jul 24, 2024 9:12:44 AM

3 min read

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

Cliff Murch: Jul 10, 2024 4:51:19 PM

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