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The Renewal Meeting For Insurance Brokers
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 

The Renewal Meeting For Insurance Brokers

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Discover How Brokers Are Winning 10 Accounts A Year With This New Sales Strategy
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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
  • Additional Resources
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2023 Reports For Insurance Brokers
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 

2023 Reports For Insurance Brokers

SUBSCRIBE

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

Apple | Spotify | Stitcher | Overcast | Castbox | Youtube|Linkedin

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
  • Additional Resources
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Meet The CFO – with Gary Bender
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 

Meet The CFO - with Gary Bender

SUBSCRIBE

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

Apple | Spotify | Stitcher | Overcast | Castbox | Youtube|Linkedin

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
  • Additional Resources
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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

SUBSCRIBE

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

Apple | Spotify | Stitcher | Overcast | Castbox | Youtube|Linkedin

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
  • Additional Resources
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ChatGPT Blueprint For Brokers
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 

ChatGPT Blueprint For Brokers

SUBSCRIBE

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

Apple | Spotify | Stitcher | Overcast | Castbox | Youtube|Linkedin

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
  • Additional Resources
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Prospecting In Recession – For Healthcare Brokers