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Winning with Ancillary: 3 Strategies for Benefits Advisors w/ Kevin Curran

Benefits Influencer

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How to Think Critically With Your Clients About the Problem in Ancillary Coverage

The idea of promoting certain carriers and relegating others is a great strategy. What's something a broker could do today to start thinking more critically with their clients about the problem in ancillary? I'll give you three and all of them sort of hit different buckets. The first is from a compensation standpoint, got to know what you make on an account. You need to worry about somebody coming in on your case when you're just trading a rate.

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