During the 2016 BCI Annual Symposium, the BCI executive team posed the following questions to all attendees:

1. What will you do in the next two years to help lead your team to success?
2. How will it be significantly different than what you have done the last two years?
3. How can BCI help you get there?

After the round table discussion, each table designated a speaker to share their top interests:

• Gain momentum and success
• Increase time for prospecting
• Define a new business strategy
• Become active with technology and BCI Solutions
• Bring in more helpful technology tools to create agency efficiency or for customer use
• Establish new ideas to compete with local or global brokers
• Create a marketing strategy for all size groups
• Increase client renewal strategies in a significant way
• Request carriers prove a greater strategy for 12/1 and 1/1 renewals
• Provide greater support to Account Managers year round, especially during 4th quarter
• Strategically move group effective dates from 4th quarter
• Round out accounts with additional lines or voluntary products and services
• Define other revenue generators; products and services
• Define strategy for fee-based services
• Develop implementation and sales strategy for required employer compliance activity, plan docs, and notices
• Prepare groups for IRS reporting and DOL audits
• Provide turn-key solutions for plan docs or services
• Become a client resource for Human Resources to maximize relationship
• Make blocks of business more efficient

Your feedback gives the BCI E-Team much to consider and we are eager to enhance your capabilities and strengthen your stance. As Benefit Concepts continues to invest in your ideas and further develop strategies, our aim is to create operational efficiencies for your team, intrigue your perspective clients, increase your existing client relationships, and to multiply the successful outcomes for your block of business.
 

If you were not in attendance or have more thoughts to contribute to the collective success of Benefit Concepts, please email the BCI Executive Team. We value you and your feedback. So let us hear from you. Your thoughts and ideas are encouraged.  

How do you help your clients understand the myriad of federal requirements surrounding employee benefits and retirement fiduciary responsibilities? Are they active with ongoing operational activities that documents their efforts? Compliance Dashboard educates and guides employers on the many facets of compliance. Get your groups on track to automate and mitigate their compliance risks.

View valuable resources that you can share with your clients via email:

Making Sense of Compliance
Compliance Dashboard 2 Minute Video
Compliance Dashboard 10 Minute Training Demo 

Zywave Article of the Month

The attached Broker Services Survey  is comprised of responses from thousands of Zywave customers. It shares insight about multiple important topics, such as what a client expects of their broker, top reasons why a client leaves their broker, and how often a client expects to receive general industry information from their broker. This is a great survey to read to learn more about what you can do to keep a happy client!

Check out the newly designed BCI Website and its new features, updates, and news.  

 

The Important Updates page provides frequent updates for you and your clients, including employee benefit news, compliance alerts, changes in legislation, and more. Share the link or page with your clients to keep them informed.

 

Just for BCI employees and strategic partners, visit the Internal News page, which is password protected:  !BCIsolutions2016!

Please do not share the password, as the access is just for BCI employees. Bookmark the page under your internet favorites or on your mobile phone and look for weekly updates!