In an industry overflowing with big talk and buzzwords, it’s easy to attend a session, nod along, and leave unchanged” But at this year’s BenefitsPRO Broker Expo, I’m issuing a challenge: stop talking about lowering health care costs and start doing it.
My session won't just be another high-level lecture; it’s a no-fluff, in-the-weeds, real-world training built for benefits advisors who are ready to deliver results. Because, let’s face it: You have been to webinars, paid money to come to conference, but are you truly satisfied with the impact you're making for employers and their employees (and families)?
It’s time to rewrite the playbook, and I will show you how.
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What you’ll walk away with:
1. A proven 3-step process to grow your impact
I’ll walk you through a field-tested framework that helps you win more clients, scale your impact, and deliver real results, not just renewals.
2. How to decode claims data & tell the story
I’ll show you how to interpret claims data, spot cost drivers, and develop the talk track to influence stop-loss, employers, and their employees.
3. An implementation process that rocks
Strategy is just the beginning. I’ll give you step-by-step guidance to implement benefits plans that stick and avoid the chaos that too often comes with change.
4. Ongoing service that drives long-term success
You’ll get the tools, resources, checklists, and client expectations I use to ensure that value doesn’t stop after open enrollment. This is how you create lifetime clients.
5. Turning good stories into great ones
We’ll talk about how to use client success stories to fuel your growth. Because when you create meaningful results, those wins become your most powerful marketing.
If you join, you will receive a tool kit packed with templates, talk tracks, and real tools you can put to work immediately. This isn’t theory; it’s actionable.
This session isn’t for everyone
Doing the same thing over and over and expecting different results is the definition of insanity. If you’re ready to help your clients become better consumers and build plans that offer real value, not just status quo coverage, then this session is for you.
But if you’re not ready to roll up your sleeves and dig into the weeds, you might want to sit this one out.
It's time to stop talking about it and make it happen!
Join me for “Don’t Just talk about it, be about it” at 10:15 am on May 7th at the BenefitsPRO Broker Expo, and come ready to take action.
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