Insurance Broker News, Guides & Tools | PlanSource Broker Blog
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Dec 18, 2018

Broker Forum: 3 Ways To Support Better Benefits Decisions

As an insurance broker, it’s your job to not only work with employer groups to design best in class benefits ...
Nov 27, 2018

Broker Forum: How To Sell Prospects On Value, Not Price

Do you find your sales conversations with leads always immediately steering towards pricing? Do you use generic ...
Nov 14, 2018

5 Reasons PlanSource Is An Insurance Broker’s Best Friend

Benefits brokers are busier than ever. Pitching and winning new client accounts, managing current employer ...
Sep 27, 2018

Broker Forum: Your Official Guide To Open Enrollment Success

Open enrollment is right around the corner, are you prepared to help your clients kick off a smooth and ...
Sep 19, 2018

PlanSource + SHRM: Helping Brokers And Consultants Grow

This article is a recap of a webinar PlanSource hosted with David Churchill, Co-Founder and Advisor for SHRM ...
Aug 30, 2018

The Dos And Don’ts of Social Media For Insurance Brokers

Social media and insurance brokers, a match made in heaven? Believe it or not, this dynamic duo is far from an ...
Aug 20, 2018

Broker Forum: 10 Marketing Tips For Long-Term Success

Managing existing employer groups, designing benefits plans, negotiating with carriers and technology providers ...
Jul 10, 2018

9 Questions To Ask Your Benefits Broker Right Now

For many HR professionals, fully managing the employee benefits process is an overwhelming endeavor. Often, it ...
Jun 6, 2018

Broker Forum: Addressing 5 Key Technology Pain Points

Technology is changing; it is complex, costly and constantly evolving. This constant change is impacting all ...

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