Articles

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...

4 min read

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

Cliff Murch: Jun 26, 2024 10:30:00 AM

"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...

1 min read

Cross-selling Strategies for Employee Benefits Brokers

Rebecca Nealis-Albee: Jun 24, 2024 1:00:00 PM

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

1 min read

Cliff's Insights: Upcoming playbooks

Cliff Murch: Jun 19, 2024 3:15:38 PM

ATTENTION INSURANCE CARRIERS, BROKERS, AND ACCOUNT MANAGERS!