Successful brokers know the importance of keeping their pipeline full, especially during challenging times. So, you've built good prospecting habits like setting goals, establishing routines and scheduling time to connect with potential clients.

But there's another critical pipeline management strategy that you may be overlooking: Having the right mix of health benefit plan designs for your small- to mid-sized clients.

One emerging insurance option — level funding — gives prospects more control over costs than traditional fully insured plans. And, it's catching on. According to the 2020 Health Benefits Survey, level funding for small employers increased nearly 29% from 2019 to 2020.

Complete your profile to continue reading and get FREE access to BenefitsPRO, part of your ALM digital membership.

Your access to unlimited BenefitsPRO content isn’t changing.
Once you are an ALM digital member, you’ll receive:

  • Breaking benefits news and analysis, on-site and via our newsletters and custom alerts
  • Educational webcasts, white papers, and ebooks from industry thought leaders
  • Critical converage of the property casualty insurance and financial advisory markets on our other ALM sites, PropertyCasualty360 and ThinkAdvisor
NOT FOR REPRINT

© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.