News & Events

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News + Events

  • Hitting a “Home Run” with Your Exchange

    Hitting a “Home Run” with Your Exchange

    In my March blog, I wrote about the increasing popularity of exchanges and suggested some essential research steps to providing the right benefit mix in your exchange. (Hint: It’s not a cookie-cutter solution.) Who is your exchange enrollee? From age demographics, income levels to industries represented. Traditional benefits offered: PPO/Copay offering vs. HDHP/MEC plans Traditional […]

  • Bueller? Bueller?  How Much Do Absent Workers Cost Employers?

    Bueller? Bueller? How Much Do Absent Workers Cost Employers?

    I’m assuming most of you have seen the 1980’s classic, “Ferris Bueller’s Day Off.” In this popular movie, the mischievous main character feigns illness to skip high school and enjoy an epic day off with his girlfriend and best friend. (Ever wonder how many absent employees are pulling a Ferris?) We all know absenteeism negatively […]

  • READY, Set, Fail!

    READY, Set, Fail!

    I was recently duped into giving too much credit during a conversation with an employee.  They had a suggestion from which staff and the company could benefit (I later learned it was actually just to benefit them personally) and they wanted to present a formal “proposal.” I probed a little further and this was literally […]

  • The Benefits of Not Being Traditional

    The Benefits of Not Being Traditional

    3 Surprising Answers to 3 Broker FAQs Call it a habit or an ice-breaker. Call it a way for a normally quiet individual to participate in a meeting. Without fail, every new sales call with a broker seems to generate these three common questions… and it isn’t surprising. These are the standard preliminary questions a […]

  • Superior Customer Service Is No Longer a Luxury

    Superior Customer Service Is No Longer a Luxury

    These days, every company’s livelihood depends on its level of customer service. Did you know U.S. brands lose approximately $41 billion each year due to poor customer service [1]? To make matters worse, 65% of surveyed consumers said they’ve cut ties with a brand over a single poor customer service experience [2]. Of course, most brokers realize […]

  • Perk Up!

    Perk Up!

    I recently read an article in USA Today stating U.S. employers are planning to give pay raises averaging 3% in 2015 [1]. The same article also pointed out inflation is currently about 2.1%—which means most employees are barely keeping ahead of inflation. In today’s economic environment, we’ve realized it’s more important than ever to offer innovative […]

  • What We Can All Learn from Tony Hsieh of Zappos

    What We Can All Learn from Tony Hsieh of Zappos

    A few years ago, Marti Powles and I had the incredible opportunity to tour Zappos’ headquarters in Las Vegas, NV. During the tour, Marti and I were immersed in the offbeat culture of this hugely-successful online shoe and clothing retailer. Zappos was created from the ground up by the humble, yet wildly successful CEO Tony […]

  • Back Home

    Back Home

    Have you ever returned to the home you grew up in after being away for an extended period of time?  You walked into the house with all the same sounds and familiar smells.  It was complete nostalgia –memories of good times and relationships built.  Mom’s lasagna (feel free to insert your favorite dish here) still […]


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