Downward trends in income? Stressed premium values? And, expenses are up? You’re not alone. Generational shifts in the insurance buyer combined with an increasingly competitive market are causing insurance entities to struggle to remain profitable.

But, insurance entities that want to change the fundamental dynamics of profitability are joining the client-centric movement by embracing engagement tactics, leveraging proprietary analytics, strengthening their outreach, and creating brand loyalty to combat the commoditized nature of insurance.

What do they get when they make the shift? They improve and strengthen relationships with their clients and sales/distribution team or partners, and positively affect their bottom line by increasing retention, differentiating, cross-selling, and winning more business. Ultimately, making the 180-degree shift in profitability.



Focus on your business while a team of professionals sets the course to navigate the continuous changes in HR, Employment Law, ERISA Health Care and ERISA Retirement.


It’s all about the bottom line. Minimize risk, maintain compliance, reduce expenses and generate profitable growth through personalized solutions.


Stay at the forefront of HR, Employment Law, ERISA Health Care and ERISA Retirement changes and get up-to-date on rulings and laws.

More for Businesses in the Insurance Industry


Profitability in today’s market really is possible if you’re using risk management tools that actually work.


When your members are looking for more value, you want to satisfy their needs. And, properly used risk management tools can help both you and your members.


Members are often asking for more value, and strengthened engagement tactics can help you provide just what they’re looking for.


Market differentiators are hard to come by in a sea of sameness, but you can provide meaningful engagement for your employer group clients.


With today’s market uncertainty, true differentiators are often hard to come by, but it’s possible to better engage your clients and distribution partners.

Recommended Resources

Big data burdens: How insurers can do more with less

At what point does big data become too big? Don’t get lost in the weeds!

Why do insurers take nickels over dollars?

If you're not working to increase utilization rates, you're essentially stepping over a dollar to pick up a nickel. For insurers, the tools to increase utilization of value-added services are right in front of them. The issue at hand is whether or not they choose to take advantage.

Bridging the carrier-broker gap: How intermediary engagement makes for happy clients and higher profits

The insurance game has been working on improvements to its customer engagement since time immemorial. Even when insurance plans suit everyone involved, convoluted policies and intangible returns for the paying policyholder both do hard-felt damage to client relations.

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