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The Broker's Busy Season Playbook: 4 Proven Strategies for Q4 Success

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"The Broker's Busy Season Playbook: 4 Proven Strategies for Q4 Success"

The benefits busy season is right around the corner. This playbook provides four key plays to help you strategize with clients, address retention and cost pressures, and make the new plan year a success with supplemental health insurance solutions.

With the benefits busy season almost here, you're focused on quotes and renewals. This playbook helps you simplify the process and add strategic value for clients facing recruitment, retention, and cost pressures. Discover how to use supplemental expense reimbursed insurance to address your clients' most pressing challenges.

Download this playbook to learn 4 key plays:

  • Address pressing client needs, like gaps in HDHP coverage.
  • Boost recruitment and retention while minding the budget.
  • Help clients reap financial benefits through tax efficiency*.
  • Maximize plan utilization to demonstrate program value.

 

*This is not local, state or federal tax advice as each person and company is unique. It is recommended that you seek the independent counsel of a professional tax adviser.

ArmadaCare’s Ultimate Health supplemental health insurance policies are underwritten by SiriusPoint America Insurance Company. Insurance plans and coverages vary by state. Please contact us to confirm state availability.


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