Broker Innovation Lab

I sat down with our world-class design team, in charge of every user experience, workflow, and interface within the Maxwell Health platform to talk about why its so important to learn our customers pain points, the strategies that they use, and what benefits advisors can learn from them.

For brokers, emphasizing affordability, flexibility, and predictability in conversations with clients is an opportunity to address the needs of small business owners that are otherwise not addressed by the administration.

Supplemental coverage is especially important for small-business employees, and below are some reasons advisers can share with clients to help ensure their employees have protection they can be happy about.

The following initial three steps will help you chart the full range of touch-points between customers and your company to drive increasingly positive brand experiences, consistently, and across the customer lifecycle.

Social media might not be the first channel you consider as a way to grow your client base, but maybe it should be.

Why is there so much resistance to getting out and finding new customers? Why do people who enjoy selling find it so difficult to sell themselves to prospects?

I've worked alongside brokers selling telehealth, advocacy and other non-insurance benefits. Bundles of these services are an appealing strategy to prospective groups around the country. If you approach it correctly, they can open doors and set you apart from other brokers.

The uncertainty surrounding efforts to kill or change the Affordable Care Act should make this a great time to sell supplemental health insurance products in the voluntary benefits market.