PT Marketing Programs / Employee Benefits

Do your broker goals include providing employee benefits for companies in your area? Would you like to build more relationships with the Decision Makers of these companies? Are you maximizing your time in front of Decision Makers and, in turn, revenue?

We capture Decision Makers' interest by discussing:

  • The specific expertise you have in the employee benefit field
  • The impact employee benefits have on employee morale, retention, and productivity
  • The benefits of a broker for those who deal directly with the carrier
  • The services you offer to maximize their benefits
  • The need to maximize the return on one of their largest expenses
  • Consumer driven healthcare where applicable

Prospects typically ask how you can help them with their employee
benefits needs. We position you as the expert by saying the following
to your prospects as part of our presentation:

(Client's Name) meets with you for 30 minutes to discuss your specific
situation and ways to accomplish your goals. You need to compare your
current plan to what (Client's Name) can offer to determine if you are
maximizing your benefit dollars.

What will I know about the Company to prepare for the meeting?

  • Decision Maker name and title/Company name/Address
  • Health plan currently in place/Length of time with that company
  • Benefits that are currently being offered/Recent changes/Renewal date
  • Broker/Length of time with that broker
  • Total employees/Eligible employees/Participating employees
  • Portion that employees pay
  • Utilization of Section 125
  • Areas they would like to improve
  • Decision making process

80% of met appointments are rated highly qualified or qualified by our clients. Many of our clients are seeing an ROI that is two to three times their investment.

Results Matter

Our successful clients are able to differentiate themselves from the other brokers in the marketplace by explaining ways they can control the escalating costs of health benefits and offer additional services that can make the company more profitable and efficient. Successful clients also use our appointments as a door opener that leads to numerous opportunities based on the business and personal needs of the Decision Maker: business continuation, estate planning, workers' compensation, self-funding, executive compensation, basic insurance needs, etc.