How Brokers Grow:

Tools to Help You Win Business

Thursday, September 13 | 2:00 PM ET

What It’s About

Employers are searching for top-notch benefits expertise and best-in-class technology from their insurance brokers. In this ever-changing and increasingly complicated industry, their employees are not prepared to be consumers of health care. They are looking for a broker the same way we look for any other product or service: online.

Join Neil Mammele, Director of Digital Strategy at PlanSource, and David Churchill from SHRM Broker Finder in a free webinar in which he’ll discuss tactics that brokers can borrow from the world of marketing to sell themselves to employers looking for guidance. Social media, search engine optimization, content marketing, and online review sites like SHRM Broker Finder are not only helpful, but necessary for putting yourself out there in the broker marketplace and attracting more clients.

What You'll Learn

Why brokers need to be using digital marketing tactics and tools to get more clients

Social media marketing best practices, tools and helpful tips

Strategies for improving and extending your online presence with content

About Our Speakers

David Churchill
SHRM Broker Finder

Having worked with employee benefits brokers and employers in this field for nearly 25 years, David has developed a reputation for finding and developing the preeminent emerging solutions in benefit communication, administration, and HR technology.  He was recently named a “Top HR Technology Innovator” by Employee Benefits News. David began his career with Fortune 500 insurance companies, having held sales and sales management positions for several award-winning teams.  In 2010 he co-founded a startup HR Technology practice, then later co-founded SHRM BrokerFinder – the first employee benefits broker and HR technology search engine and compatibility platform.

Neil Mammele
Director, Digital Strategy

Neil Mammele is the Director of Digital Strategy. His background includes creating and optimizing marketing initiatives that drive awareness and help teams increase employee engagement. His day-to-day includes managing all of PlanSource’s digital strategy and advising customers on best practices regarding social media, digital marketing, email and more. He is also a thought leader in the benefits and HR industry and is passionate about employee engagement, helping employers improve recruitment and creating happier employees.

Ready to get connected with your new clients?

Sign up for SHRM BrokerFinder today by reaching out to and get a 20% discount with the code: PLANSOURCEVIP20.

Learn More

Looking for marketing support for your broker? Chat with one of our experts to learn more!

See the Latest Release

We update the product to make it stronger and more secure, introduce new features and improve existing ones, all to make your life easier.

See It 

Watch The Newest Webinar

Check out our latest efforts at being thought leaders and subject matter experts while trying to solve your pressing problems.

Watch It

Read Our Latest Press

Read about us in the news – someone else probably wrote it, but it’s possible that we did too. Regardless, it’s good information to share.

Read It