3 tips for helping clients with short-term plans

Even if you don't plan to make short-term plans a core component of your strategy, you can prepare now to give good advice to key clients with whom you have an important relationship.

By Alex Tolbert | July 12, 2018 at 08:15 AM

short-term health insurance plans Slideshow: 10 situations where short-term health insurance might be a good idea

1. Pick one carrier to represent

2. Be prepared for a DOI complaint

3. Create a one-pager for clients

Alex Tolbert is the author of “Online Benefits Technology: The Strategic Broker's Guide” and leads BerniePortal, an all-in-one HR platform built for brokers by brokers. Before he started the BerniePortal, he worked primarily as a group health insurance broker.

NOT FOR REPRINT

1 Mark Cuban praises Trump's PBM executive order, predicts 'hundreds of billions' in savings

2 UnitedHealth CEO objects to critics' 'obsession' with PBMs' role in drug supply chain

3 401(k) contribution limit projections for 2026: Milliman

4 Eli Lilly’s new GLP-1 weight loss drug, in pill form, would be more affordable than Ozempic

5 Employers' ACA coverage in limbo as Supreme Court weighs task force legality

Insurance
BenefitsPRO Broker Expo 2025
May 06, 2025 - Boston

The premier educational and networking event for employee benefits brokers and agents.
More Information
Workers' Compensation Risk Management Award for Excellence Nominations
May 05, 2025 - Nomination Deadline

The 2025 Workers Comp Risk Management Award for Excellence honors outstanding loss control, safety and return-to-work programs.
More Information
Consulting
Consulting Top Consultants 2025
June 26, 2025 - New York

Consulting Magazine identifies consultants that have the biggest impact on their clients, firms and the profession.
More Information

Growth, grit and grounded purpose

By Susan L. Combs | April 18, 2025

Whether navigating the personal joy of a family milestone, stepping into uncharted professional territory, or reshaping a company culture from the inside out, each of these women has leaned into change with courage and intention.

AI declares war on denials with Neal Shah

By David Saltzman | April 15, 2025

David A. Saltzman and Neal Shah, co-founder of Counterforce Health, explore how artificial intelligence is transforming the fight against denied health insurance claims.

AI declares war on denials with Neal Shah

The death of traditional benefits: Why employees need personalization

By Brian Harrison | April 14, 2025

The future of benefits selection should feel less like an overwhelming trip to an unfamiliar supermarket and more like the seamless, intuitive experience of online shopping.