エピソード

  • Maryland PFML: Navigating private plans, deadlines, and what comes next
    2026/06/26

    Maryland’s Paid Family and Medical Leave program is entering a critical planning phase, with key decisions and deadlines approaching.

    In this episode, we cover what brokers need to know now—so they can guide client conversations, simplify complex requirements like escrow, and help employers prepare before decisions are locked in.

    続きを読む 一部表示
    11 分
  • Benefit Plan Migrations: A broker’s guide to getting it right
    2026/06/23

    Benefits migrations can be high risk, with brokers guiding every step. This episode explores where migrations break down and what brokers can do upfront to reduce disruption. Get practical guidance on planning, data readiness, and coordination, plus learn how a well‑managed migration can improve the employee experience from day one.

    続きを読む 一部表示
    16 分
  • What Underwriters Wish Brokers Included in RFPs
    2026/06/09

    Stand out in your next RFP. Discover how underwriting perspectives, narrative, and key context can elevate submissions and help you better advocate for your clients.

    続きを読む 一部表示
    11 分
  • The ROI Of Workforce Mental Health Solutions
    2026/04/28

    How can ROI really be measured for workforce mental wellness solutions? Learn how brokers can connect productivity and engagement to significant medical cost savings — and confidently demonstrate to their clients why investing in them explains the data behind mental health solutions.

    続きを読む 一部表示
    13 分
  • What’s Shaping the Broker Market Now: AI, absence, and dental trends
    2026/04/22

    We sit down with Jeff Giovannelli, Head of Group Benefits Distribution, to break down the latest market trends shaping the broker landscape. Jeff shares what brokers need to know to strengthen client relationships, stand out in a crowded market, and position themselves for long-term growth.

    続きを読む 一部表示
    15 分
  • Fixing Broker Bottlenecks: The Guardian and ThreeFlow partnership
    2026/03/31

    Discover how Guardian and ThreeFlow Connect help brokers quote faster, simplify renewals, and turn better data into better client conversations — without adding work to their day.

    続きを読む 一部表示
    14 分
  • If You’re Not Discussing Paid Leave with Your Clients, Someone Else Is
    2026/03/26

    As a broker, you may see paid leave as a mandate‑only issue or assume state plans are enough. In this episode, we unpack why that thinking can limit growth — and how paid leave helps you start stronger absence conversations as client and employee expectations evolve.

    続きを読む 一部表示
    13 分
  • Winning the Finalist Meeting: How brokers and carriers succeed together
    2026/02/25

    This episode zeroes in on the pivotal role of the finalist meeting. The discussion explores how the outcome of these meetings can significantly influence a client’s decision-making process, often determining whether a broker secures or loses new business.

    続きを読む 一部表示
    10 分