How Your Agency Management System Can Help You Stand Out During Q4

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How Your Agency Management System Can Help You Stand Out During Q4

Without fail, Q4 is the busiest time of year, every year.

Remember last year? Didn’t it feel like there was way too much work to do?

How to Increase Your Insurance Agency Efficiency (So You Can Deliver More for Your Clients)

Without fail, Q4 is the busiest time of year, every year.

Remember last year? Didn’t it feel like there was way too much work to do?

Why Insurance Brokers Should Create Wrap Documents for Clients

Employers are responsible for complying with ERISA (and the Department of Labor, and COBRA, and the IRS …).  So it’s not the insurance agency’s problem, right? The recent broker compensation disclosure requirement is changing the way brokers think about the services they provide to clients. When employers begin to question just what they’re getting out of their… Continue reading Why Insurance Brokers Should Create Wrap Documents for Clients

3 Questions Proactive Brokers Are Asking About Compensation Disclosure

The Consolidated Appropriations Act of 2021 introduced new regulations about broker compensation. The goal is to improve transparency about the way brokers are paid beyond client transactions. (Want the breakdown on the CAA and requirements for brokers? Check out our blog on the topic.) What does this actually look like for brokers in practice?  Yes,… Continue reading 3 Questions Proactive Brokers Are Asking About Compensation Disclosure

Broker Compensation Disclosure Requirements: What You Need to Know

There’s a new federal broker compensation disclosure requirement that’s encouraging greater transparency in the benefits industry—and creating an extra step for brokers.  Effective December 27, 2021, insurance brokers and consultants are required to disclose their expected commissions related to all group health plans and individual health insurance policies. This applies to contracts executed on or… Continue reading Broker Compensation Disclosure Requirements: What You Need to Know

Tips to Enhance the Employee Experience Beyond Health Benefits

Business woman working at office looking at laptop with a pen in her hand

You’ve hired excellent employees. That’s the first step. The second step is keeping those excellent employees. Happy and engaged employees are more productive and more willing to stay at a company, and these numbers prove it: statistics show engaged employees reduce a company’s turnover rate by 25-59%. Those are some big numbers, right? The best… Continue reading Tips to Enhance the Employee Experience Beyond Health Benefits

The Value and Potential of Employee Benefits

Happy confident diverse old and young business people stand together in office, smiling multiethnic professional colleagues staff group look at camera, human resource concept, team corporate portrait

Finding the hidden gem in a wide field of potential employees is a particular skill of HR professionals, but how do you unlock the potential hidden within each of your employees? When people are fulfilled and less worried about basic human needs, they can spread their wings and truly allow their talents to take flight.  … Continue reading The Value and Potential of Employee Benefits

2021 DOL Penalties for ERISA Health and Welfare Compliance Violations

On January 14, 2021, the U.S. Department of Labor (“DOL”) published its annual announcement of civil monetary penalties for various employee benefits-related violations under ERISA, as in effect for the calendar year 2021. To encourage compliance with the law, ERISA imposes various sanctions, including fines, which are subject to adjustment each year for inflation. Legislation enacted in… Continue reading 2021 DOL Penalties for ERISA Health and Welfare Compliance Violations

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