In today’s competitive business climate, benefits brokers need to do everything within their power to maintain and grow their revenue streams. One of the most effective ways to do this is to build a client pool that’s not only loyal to your services, but also speaks highly of you to their peers and contributes to […]
How to Strengthen Your Client Relationships as a Benefits Broker Read More »
As a benefits broker, you are expected to pitch your services to clients fairly often to get them on board. It’s important that you present yourself with trust and credibility in order to sell your services, as well as turn new clients into loyal customers.
How to Effectively Present Your Services Read More »
Proposed legislation would enable New Mexico to offer small loans to state employees that are paid back via deductions from their paychecks. Put forth by Democratic state Senator Bill Tallman, the bill would put a 30 percent ceiling on interest rates for loans obtained via the program and limit repayment to 12 percent of gross
New Mexico to offer small loans to state employees Read More »
When you’re a benefits broker, you need to do everything in your power to ensure the success of your clients. After all, their success is your success—it reflects on your capabilities and sets a precedent that will attract new clients to you.
The Best Benefits Broker Tactics For Client Success Read More »
The world of benefits brokerage increasingly plays by the rules of survival of the fittest. You need to always be one step ahead of the competition; otherwise, you’ll quickly be left behind in the dust. One of the main reasons for this cut-throat business environment is that many of the traditional roles and responsibilities of
Can You Survive These Challenging Benefits Broker Scenarios? Read More »
TrueConnect is a voluntary benefit program offered by employers to help employees with their personal finances. For a benefits broker, our service package is a great way to bolster your benefits portfolio and strengthen your client relationships. Here are answers to some of the most common questions a benefits broker might have about TrueConnect.
Frequently Asked Questions from Benefits Brokers about TrueConnect Read More »
The New Mexico Association of Counties’ Board of Directors officially adopted TrueConnect as an employee benefit offering for its County members. Members of the New Mexico Association of Counties (NMAC) can now easily add TrueConnect to their employee benefits offerings through their NMAC Membership.
New Mexico Association of Counties’ Board of Directors officially adopted TrueConnect Read More »
Douglas Rooker has been named Chief Sales Officer at Employee Loan Solutions Inc, the company behind the TrueConnect employee benefit program. Prior to joining TrueConnect, Rooker held several leadership positions including nine years as VP of Sales and Business Development at Purchasing Power in Atlanta, GA. “ We are thrilled to have an experienced employee
Douglas Rooker has been named Chief Sales Officer Read More »
As every benefits broker knows, happy clients, lead to a better reputation and more business. And the best way to keep your existing clients happy is to provide great ongoing customer service. Without great customer services, you risk not only losing existing clients but struggling to acquire new ones in the future.
7 Top Tips for Providing Great Customer Service to Your Clients Read More »
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