News
intro comments from David:
Having put in nearly 20 years at Mercer & Aon, I increasingly found myself moving downstream to the small accounts of growing local or regional brokerages. They owned the relationship but their "toolbox" was considerably inferior. So, I would lead with technology and make the business case, thereby driving the proverbial "wedge" between them and their broker.
In these economic times, you'd better have something more than a swell relationship going for you. This Mr. Plaid article is a punch in the nose of Old School brokers... but it is also, a call or a challenge to rise up and stay relevant and save your business. Having something that differentiates you and allows you to offer added value to prospects and customers in return for the insurance AOR is critical.
The author suggests finding technology that boosts service and is customer-centric. ABV Welfare Plan Advisors has a comprehensive and unique solution - the Compliance Dashboard - it's different than Zywave and other database system because it's a compliance tracking system too.. and considerably more economical.
Read Craig Davidson's entire artice about making necessary change and evolution at Employee Benefit Advisor online at http://eba.benefitnews.com/news/the-problem-with-mr-plaid-2682267-1.html
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