Episode Details

On this episode of ShiftShapers, Jeff Hogan shares the innovative approach his company has used to deliver an engaging, modern, and consultative approach to employee benefits. At the core of this approach lies a focus on building strong partnerships with brokers to provide better options for employers and employees alike.  

Jeff and his team encourage employers to view their benefits offerings like any other corporate asset. Once they’ve established this mindset, Jeff works closely with his brokers to bring them quarterly data and analytics about everything from core benefits to wellness and other benefit initiatives.

Jeff shares a practical example of this process in action and illustrates its financial and medical benefits. He also talks about the effects of the ACA on brokers and clients. Tune in to hear how you can adapt this model to your practice and bring greater value to clients while differentiating your agency.

What You’ll Learn From this Episode:

• How Jeff and his team established themselves as top competitors in a challenging environment.
• What led to their “benefits as corporate asset” strategy.
• How they create unique partnerships with their brokers.
• Why simplicity and logic are sought-after qualities in an increasingly fragmented market.
• What steps they take to create long-term relationships with employers.
• The innovative steps they have taken to bring other relevant stakeholders into the equation.