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The Renewal Meeting For Insurance Brokers


 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 

The Renewal Meeting For Insurance Brokers

Discover How Brokers Are Winning 10 Accounts A Year With This New Sales Strategy
These strategies are easy to follow and will help you exponentially multiply your book of business, and make most of your workday.
Click here to join the Masterclass
Arrange a 30-Minute Strategic Session with John Sbrocco.
Discover The Virtue Health Consortium - A New Way To Self-Funding.
CLICK HERE

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CLICK HERE to download "Broker's Guide To Meeting The CFO" from Virtue Health and Gary Bender >> 

Benefits renewal season is not that far away. And this year, it may get complicated. 

Healthcare brokers that plan to maintain their book of business this year must safeguard their renewal strategy for the September - October meetings. 

Kickstart this process with John Sbrocco and Craig Lack on this week's episode of the Heads Up Adviser Show: "THE RENEWAL MEETING." 

Learn how to create a range of scenarios for the employer, provide them with choices, and - more importantly - give them certainty and clarity before the renewal date.


Here's what we cover: 

✔️ Re-selling last year's success
✔️ Mastering uncomfortable conversations
✔️ This year's dealbreakers


 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Virtue Health introduces a new, full-stack healthcare solution for advisers managing small to midsize employers.

Arrange a ONE-ON-ONE SESSION WITH JOHN SBROCCO to learn if you're qualified to join.
 CLICK HERE choose date / time. 
To a better you!
John Sbrocco & Craig Lack
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2023 Reports For Insurance Brokers


 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 

2023 Reports For Insurance Brokers

Discover How Brokers Are Winning 10 Accounts A Year With This New Sales Strategy
These strategies are easy to follow and will help you exponentially multiply your book of business, and make most of your workday.
Click here to join the Masterclass
Arrange a 30-Minute Strategic Session with John Sbrocco.
Discover The Virtue Health Consortium - A New Way To Self-Funding.
CLICK HERE

SHOW SPONSOR


Click here to download "2023 Milliman Medical Index"

Click here to download Sunlife Report "High-Cost Claims And Injectable Drug Trends Analysis."
 

Discover the secrets behind high-cost claims and gain insights into the reasons for health insurance increases for corporate clients.

John Sbrocco and Craig Lack dive deep into the world of healthcare costs with our breakdown of the medical index—a valuable measure of changes and trends affecting a hypothetical American family of four.

Get the numbers you need to help your prospects make informed decisions and stay ahead of the curve. 

Here's what we cover: 

✔️ High-Cost Claims and Injectable Drug Trends Analysis
✔️ 2023 Milliman Medical Index
✔️ How to use the reports at your self-funding renewal meeting


 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Virtue Health introduces a new, full-stack healthcare solution for advisers managing small to midsize employers.

Arrange a ONE-ON-ONE SESSION WITH JOHN SBROCCO to learn if you're qualified to join.
 CLICK HERE choose date / time. 
To a better you!
John Sbrocco & Craig Lack
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Meet The CFO – with Gary Bender


 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 

Meet The CFO - with Gary Bender

Discover How Brokers Are Winning 10 Accounts A Year With This New Sales Strategy
These strategies are easy to follow and will help you exponentially multiply your book of business, and make most of your workday.
Click here to join the Masterclass
Arrange a 30-Minute Strategic Session with John Sbrocco.
Discover The Virtue Health Consortium - A New Way To Self-Funding.
CLICK HERE

SHOW SPONSOR


CLICK HERE to download "Broker's Guide To Meeting The CFO" from Gary Bender and Virtue Health. 

The Universe speaks in numbers, and Self-Insured Plans are no exception. 

In this power-packed episode, we delve deep into the minds of CFOs and discover the secrets to effectively communicate with these influential decision-makers. 

But here's the twist—Gary is not just any CFO. He's also a company owner, giving him a unique perspective that sets him apart. Plus, he runs an exclusive group called CFO Solutions, where top CFOs gather to discuss best practices. 

If you've been tirelessly prospecting CFOs, this episode is an absolute must-listen. We tackle the burning questions you've been dying to ask:


Here's what we cover: 

  • What are the different types of CFOs out there?
  • What exactly is their role, and how do you get them in the same room?
  • What are the common mistakes brokers make during these meetings?
  • How can you leverage their facts and history to effectively engage with CFOs?

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Virtue Health introduces a new, full-stack healthcare solution for advisers managing small to midsize employers.

Arrange a ONE-ON-ONE SESSION WITH JOHN SBROCCO to learn if you're qualified to join.
 CLICK HERE choose date / time. 
To a better you!
John Sbrocco & Craig Lack
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The Numbers Behind A Winning Self-Insured Plan – with Kevin O’Kane


 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 

The Numbers Behind A Winning Self-Insured Plan - with Kevin O'Kane

Discover How Brokers Are Winning 10 Accounts A Year With This New Sales Strategy
These strategies are easy to follow and will help you exponentially multiply your book of business, and make most of your workday.
Click here to join the Masterclass
Arrange a 30-Minute Strategic Session with John Sbrocco.
Discover The Virtue Health Consortium - A New Way To Self-Funding.
CLICK HERE

SHOW SPONSOR


CLICK HERE to download "Broker's Guide To Mastering ChatGPT"

The Universe speaks in numbers, and Self-Insured Plans are no exception. 

Kevin O'kane, the creator of Sihra, who's been designing Self-Insured Plans for over 30 years, is confident that behind every great plan, there is a specific formula, while each failed one ignored it at some point. 

While one class of brokers still considers it rocket science, others follow simple but effective rules, create more protection for their clients through Self-Insured Plans, and double their brokerage income at the same time.

[IN THE TRENCHES with Kevin O'Kane: The Numbers Behind A Winning Self-Insured Plan  episode is filled with insights on the Self-Funding industry, as well as honest conversations and valuable opinions. 
 

Here's what we cover: 

  • The actual data behind every self-insured plan, and how you can use it to protect your clients
  • Waiver Premium For Medical - how to play that trump card during your presentation
  • How to keep your client from the rate increase for 20+ years
  • Why the brokers still want to sell Fully-Insured plans, and how you get a competitive advantage
  • Self-Insured vs Fully Insured Plans: the bold facts.

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Virtue Health introduces a new, full-stack healthcare solution for advisers managing small to midsize employers.

Arrange a ONE-ON-ONE SESSION WITH JOHN SBROCCO to learn if you're qualified to join.
 CLICK HERE choose date / time. 
To a better you!
John Sbrocco & Craig Lack
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ChatGPT Blueprint For Brokers


 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 

ChatGPT Blueprint For Brokers

Discover How Brokers Are Winning 10 Accounts A Year With This New Sales Strategy
These strategies are easy to follow and will help you exponentially multiply your book of business, and make most of your workday.
Click here to join the Masterclass
Arrange a 30-Minute Strategic Session with John Sbrocco.
Discover The Virtue Health Consortium - A New Way To Self-Funding.
CLICK HERE

SHOW SPONSOR


CLICK HERE to download "Broker's Guide To Mastering ChatGPT"

ChatGPT has taken the world by storm and has managed to become the fastest-growing application in the world in a shockingly short amount of time. With all the talk about its potential impact, it's natural to wonder: how can brokers benefit from ChatGPT and its features? 

In this episode, John Sbrocco and Craig Lack reveal how to use ChatGPT to create content, find your prospects' pain points, hold negotiations, and even more. 

TUNE IN for this week's episode of the Heads Up Adviser Show - ChatGPT For Brokers.
 

Here's what we cover: 

✔️ Getting started with ChatGPT
✔️ Most common requests for brokers
✔️ Your marketing campaign 


 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Virtue Health introduces a new, full-stack healthcare solution for advisers managing small to midsize employers.

Arrange a ONE-ON-ONE SESSION WITH JOHN SBROCCO to learn if you're qualified to join.
 CLICK HERE choose date / time. 
To a better you!
John Sbrocco & Craig Lack
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Prospecting In Recession – For Healthcare Brokers


 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 

Prospecting In Recession For Insurance Brokers - with Lydia Bishop

Discover How Brokers Are Winning 10 Accounts A Year With This New Sales Strategy
These strategies are easy to follow and will help you exponentially multiply your book of business, and make most of your workday.
Click here to join the Masterclass
Arrange a 30-Minute Strategic Session with John Sbrocco.
Discover The Virtue Health Consortium - A New Way To Self-Funding.
CLICK HERE

SHOW SPONSOR


CLICK HERE to download "Broker's Guide To Get Past The Gatekeeper."

Recessions can be daunting for many salespeople. In B2B sales, it means that companies are much more restrictive with their budget, and it's much harder to close deals.

Fortunately for healthcare brokers, even in the worst-case scenario, there are steps your business can take to survive and even thrive during a recession.

TUNE IN for this week's episode of the Heads Up Adviser Show"Prospecting In Recession For Insurance Brokers" with John Sbrocco, Craig Lack, and Lydia Bishop.

Here's what we cover:

✔️ Why your prospects need you more than ever
✔️ The "thank you, next" approach
✔️ Prepare for the Q4


 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Virtue Health introduces a new, full-stack healthcare solution for advisers managing small to midsize employers.

Arrange a ONE-ON-ONE SESSION WITH JOHN SBROCCO to learn if you're qualified to join.
 CLICK HERE choose date / time. 
To a better you!
John Sbrocco & Craig Lack
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Skyrocket Sales Performance – with Wendy Weiss


 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 

Skyrocket Sales Performance - with Wendy Weiss

Discover How Brokers Are Winning 10 Accounts A Year With This New Sales Strategy
These strategies are easy to follow and will help you exponentially multiply your book of business, and make most of your workday.
Click here to join the Masterclass
Arrange a 30-Minute Strategic Session with John Sbrocco.
Discover The Virtue Health Consortium - A New Way To Self-Funding.
CLICK HERE

SHOW SPONSOR


CLICK HERE to download "Broker's Guide To Get Past The Gatekeeper."

Anyone can have a good sales month — but a high-performing salesperson and sales team can meet or exceed expectations for an extended period through different sets of economic circumstances and competitive situations.

Our guest Wendy Weiss has created a Prospecting Method that generates predictable sales revenue results. She has helped 775 businesses increase qualified appointments and sales faster, more efficiently, and profitably.  

In this episode, Wendy discusses the importance of having a well-defined sales process for a business with Craig Lack.

TUNE IN for the episode of the Heads Up Adviser Show "Skyrocket Sales Performance."

 Here's what we cover:

✔️ how to reach predictable sales revenue results
✔️ the numbers behind conversion in B2B sector
✔️ the first conversation with a prospect


 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Virtue Health introduces a new, full-stack healthcare solution for advisers managing small to midsize employers.

Arrange a ONE-ON-ONE SESSION WITH JOHN SBROCCO to learn if you're qualified to join.
 CLICK HERE choose date / time. 
To a better you!
John Sbrocco & Craig Lack
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Freelance Fever: A Smart Way To Outsource Marketing & Sales For Brokers


 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 

Freelance Fever: A Smart Way To Outsource Marketing & Sales For Brokers

Discover How Brokers Are Winning 10 Accounts A Year With This New Sales Strategy
These strategies are easy to follow and will help you exponentially multiply your book of business, and make most of your workday.
Click here to join the Masterclass
Arrange a 30-Minute Strategic Session with John Sbrocco.
Discover The Virtue Health Consortium - A New Way To Self-Funding.
CLICK HERE

SHOW SPONSOR


CLICK HERE to download "Broker's Guide To Get Past The Gatekeeper."

If you’ve never done it before, figuring out how to hire a freelancer can be a bit overwhelming. Should you hire a freelancer from your own network? Use a freelance platform like Fiverr or Upwork? Or maybe there is some secret method to hire a freelancer that you don’t know about yet?

In this episode, John Sbrocco, Craig Lack, and Margo White talk about the nuances of outsourcing your daily tasks to freelancers and the obstacles you might face along the way. 

TUNE IN for this week's episode of the Heads Up Adviser Show "Freelance Fever: A Smart Way To Outsource Marketing & Sales For Brokers." 

Here's what we cover: 

✔️ What tasks can you outsource in the brokerage business
✔️ Major platforms - Fiverr and Upwork, and geographic preferences when looking for a freelancer
✔️ What you need to prepare before hiring a freelancer

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Virtue Health introduces a new, full-stack healthcare solution for advisers managing small to midsize employers.

Arrange a ONE-ON-ONE SESSION WITH JOHN SBROCCO to learn if you're qualified to join.
 CLICK HERE choose date / time. 
To a better you!
John Sbrocco & Craig Lack
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How To Revive Last Year’s Prospects


 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 

How To Revive Last Year's Prospects

Discover How Brokers Are Winning 10 Accounts A Year With This New Sales Strategy
These strategies are easy to follow and will help you exponentially multiply your book of business, and make most of your workday.
Click here to join the Masterclass
Arrange a 30-Minute Strategic Session with John Sbrocco.
Discover The Virtue Health Consortium - A New Way To Self-Funding.
CLICK HERE

SHOW SPONSOR


CLICK HERE to download "Broker's Guide To Get Past The Gatekeeper."

Don't feel like cold-calling lately? Here's an idea: let's pull the list of prospects you pitched last year. The ones you never called back after they stated they're planning to continue doing business with the incumbent....
 

"I prospected them for two years straight. They were not ready for major change at first, plus their Fully Insured renewal was quite "okay.". But the second year, I reached out to them 4 months before the renewal - and they said: "Yes, we would like to look at it." That's how I closed the deal." 

                                                                                              (Virtue Hunters Club Broker) 

Does this mean good things still come to those who wait? Could your last year's prospects become your ultimate opportunity in 2023? Let's find out. 

Join John Sbrocco and Craig Lack for this week's Heads Up Adviser show: "How To Revive Last Year's Prospects."


 
Here's what we'll cover: 

✔️ Evaluating failures: how to do things differently and avoid repeating previous mistakes
✔️ Start strong: the first reach out after a year of silent mode


 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Virtue Health introduces a new, full-stack healthcare solution for advisers managing small to midsize employers.

Arrange a ONE-ON-ONE SESSION WITH JOHN SBROCCO to learn if you're qualified to join.
 CLICK HERE choose date / time. 
To a better you!
John Sbrocco & Craig Lack
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Explore True Wealth – with Bret Magpiong


 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 

Explore True Wealth - with Bret Magpiong

Discover How Brokers Are Winning 10 Accounts A Year With This New Sales Strategy
These strategies are easy to follow and will help you exponentially multiply your book of business, and make most of your workday.
Click here to join the Masterclass
Arrange a 30-Minute Strategic Session with John Sbrocco.
Discover The Virtue Health Consortium - A New Way To Self-Funding.
CLICK HERE

SHOW SPONSOR


CLICK HERE to download "Broker's Guide To Get Past The Gatekeeper."

Becoming truly wealthy starts by coming alive, making a difference, and creating value.

And when we add value, we generate wealth — only this is the kind of wealth that integrates the financial with the mental, spiritual, relational, physical, and temporal dimensions of life.

In this episode of the Heads Up Adviser Show, our guest Bret Magpiong will share insights from his upcoming book "The Delta Theorem: An Innovative Framework for Being Fully Alive and Truly Wealthy."

Bret has dedicated his entire professional life to either advising executives, entrepreneurs, professional athletes, and entertainers or as a C-Level executive for various firms and partnerships. Many individuals and companies he advised have been recognized on the Forbes 400 and Fortune 500 listings.

 

In this episode, we cover:

✔️ Defining "true wealth"

✔️ How to align finances with your values

✔️ The Delta Theorem

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Virtue Health introduces a new, full-stack healthcare solution for advisers managing small to midsize employers.

Arrange a ONE-ON-ONE SESSION WITH JOHN SBROCCO to learn if you're qualified to join.
 CLICK HERE choose date / time. 
To a better you!
John Sbrocco & Craig Lack
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