Here are four suggestions for steps to take in choosing the right benefit admin system: 1. Make sure it is not attached to a carrier. This is a GA talking now. At first I wanted to roll out our own exclusive system that you would have access to for free when writing business with us. I now realize that model will be extinct in a few short years. As you grow into this space you're going to need to write whatever carrier on your chosen system. It won't work to have five cases with Blue Cross' system then another three with Metlife's system and another four with Priority Health. I guess it will work but it's not the most efficient. Spend the money, find a partner, get really good at that
I needed a photo to catch your eye for this blog so I searched 'insurance agent' and this is the image that popped up. Seriously, when you type 'insurance agent' into Wix.com, this is the first image to appear. I guess I can't be too surprised. My brother Christopher is a tech guy. His job is to create content and interact with Chrysler, Dodge and Jeep's marketing efforts via Facebok, Twitter, Instagram, etc. Chris is very successful and he and I will rib each other from time to time about the contrasts in our industries. Maybe it's because our mother was in the insurance industry and we grew up with it but insurance doesn't feel as fresh and cool as social media marketing. And frankly
