miEdge helps a broker agency win a new account worth $100k!
The Insurance industry seems to be under the constant pressure of change. Changes in regulations, costs and services have impacted how a Broker Agency will keep their current clients and find new ones.
Transitioning from small groups to larger or vice versa is a common topic of conversation for employee benefit producers. Acquisition of new clients was previously accomplished through word of mouth referrals, but rising costs and fewer choices have created an environment that is sensitive to price and welcoming to competitive bids and services.
We recently had the opportunity to meet a long-time miEdge customer at the Workplace Renaissance in Florida, Dan Thompson, Healthcare Consultant and Advisor/Partner, Gulfshore Insurance.