The broker's job description in today's changing health care market is similar to running a marathon for nine months, followed by an all-out sprint when open enrollment season opens in the fall.
The past few years have taught brokers valuable (although sometimes painful) lessons about how to how to pace themselves and prepare for the onslaught of meetings, sales pitches and paper work. They also have revealed crucial mistakes that could leave clients dissatisfied or potential income on the table.
Here are a few missteps to avoid that can help prevent brokers from waking up and saying "oops!" next February 1.
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