🚀 Unlock the power of retirement data to boost group insurance sales!Cliff Murch's 10th Insights Playbook reveals how leveraging retirement insights can help you:✔ Identify untapped cross-selling opportunities✔ Understand employer benefits trends✔ Gain a competitive edge in your territory🔗 Read the full playbook here: Cliff's Insights Playbook # 10: Using Retirement Plan Metrics to Sell Group Insurance Products

🎯 Start 2025 Strong with Warm Leads! In group benefits, finding warm leads starts with identifying common customers - employers already using your insurance or retirement products. Benefeature helps you get the job done with unmatched insurance + retirement data integration from enriched Form 5500 filings.       Read the full article here:

Protect Employee Retirement Savings! Offering Supplemental Health Products Can Reduce Retirement Loan & Withdrawal Activity

As a federal contractor receiving regular grants or contracts from the federal government, it is important that the employer is providing and offering a competitive benefit package in order to attract and retain its key employees.

🚀 Turn Disruption into Opportunity with Benefeature and AskGMS! Industry expert Cliff Murch shares his proven strategies for thriving through insurance mergers and acquisitions. Having leveraged Benefeature and AskGMS to drive growth, Cliff knows these tools provide a clear edge in today’s market. 🔍 Access real-time market insights on brokers and carriers during mergers 🎯 Use in-force case listings to target key accounts instantly 🌍 Harness customized territory management for focused, high-impact outreach With Benefeature and AskGMS, you turn market shifts into strategic growth. Let’s make disruption your competitive advantage. Read the full article here and schedule a demo today!  

Struggling to evaluate broker performance? Benefeature and AskGMS can help you create a powerful, data-driven Broker Business Plan to:• Expand broker relationships• Assess performance and potential• Propose market-tested opportunities• Align with sales management goalsQuickly gather key insights to differentiate yourself in a competitive market, with Cliff Murch's Insights Playbook on how to Build a Broker Business Plan.Sign up for a demo to see how our tools can elevate your broker strategy or read the full article for more details!

Looking to identify new opportunities with employers? Cliff Murch’s latest insights playbook shows how Benefeature and AskGMS can help you unlock actionable insights and target key opportunities.In this article, Cliff shares 4 key approaches with step-by-step instructions on how to:1️⃣ Generate detailed employer profiles2️⃣ Sell supplemental products based on retirement loan activityWhether you're aiming to grow your client base or enhance your offerings, these proven strategies will help you stand out. 👉 Read the article here and start boosting your outreach today!

Developing a broker summary profile is essential to understanding and holding relevant discussions with your broker. It is also the basis for developing a meaningful broker segmentation strategy and allows for unbiased, quantitative broker analysis. For your convenience, Insight 360 has published a sample broker profile which can be developed and delivered to your underwriting, sales, account management, marketing, and finance teams. Contact Insight 360 to discuss how!

Struggling to fully understand your brokers? Our latest article, filled with strategies and insights from Benefeature and AskGMS, explores Cliff Murch's playbook on how to truly 'Know Your Broker.'Whether you're aiming to grow your market share or improve broker relationships, this guide is essential.In this article, Cliff shares 5 key approaches with step-by-step instructions on how to:1️⃣ Quickly identify brokers in your territory2️⃣ Target new coverage lines and sales opportunities👉 Read the full article here and start mastering your broker relationships today

Struggling to maximize your territories? Our latest article, packed with facts, data, and logic from Benefeature and AskGMS, your trusted group insurance intelligence sources, breaks down Cliff Murch's Insights Playbook on how to strategically manage and optimize your sales territories. Whether you're a seasoned pro or new to the field, these tips are a game-changer.In this article, Cliff reveals:1️⃣ Proven methods to optimize territory management2️⃣ Strategies to target competitors based on growth and retention

Grow sales revenue by leveraging your inforce block of business! Execute on market-proven strategies using Benefeature and AskGMS as outlined in Playbook #3.

📢 Cliff Murch’s Latest Insights Playbook Article is Here! 📢 Learn from an industry expert how to grow profitable new sales through effective prospecting from the carrier and broker perspective. In this article, Cliff explains 5 proven strategies to simplify your prospecting using Benefeature, with a detailed guide on: 1️⃣ Selling supplemental products based on retirement loan activity 2️⃣ Group insurance / retirement cross-sell and common customers