- Traditional Employee Benefit Brokers
- Worksite Benefit Specialists
- Individual Insurance Specialists, and
- Brokers in the P&C Industry
We at BenefitPlace suggest there may be a greater potential for losing clients from not taking the lead in introducing, embracing, and integrating plans from non-competitive Brokers and Consultants.
While it may take time to establish relationships of trust with these parties, the ultimate goal should be to better assist clients, build on opportunities through reciprocal referrals, and generate additional revenue streams.
The keys to success is in establishing and monitoring these relationships, and the plans that are integrated, are communications, written agreements, and follow-up. All parties, including the clients, must take responsibility.
We at BenefitPlace, and the members of our business community, appreciate your input! Have a Great Week!