Self-Funded With Spencer The Death Of The Broker, And The Rise of the Strategic Consultant
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Nov 18, 2025 Trey Halbert, CEO of ExperINS and expert in strategic employee benefits, highlights the shift from traditional brokers to modern consultants. He emphasizes aligning benefits with business strategies and notes how AI can enhance consultants' roles by taking over mundane tasks. Trey shares insights on self-funding's benefits, the importance of a mission-driven approach, and the value of peer networks. He advocates for using benefits as a tool for business valuation and encourages a cultural focus that prioritizes impactful service.
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Align Benefits To Business Strategy
- Consultants should align a company's benefits program to its business strategy, not just HR.
- That alignment makes benefits a strategic asset that supports company goals.
First Client Was A Small Business Need
- Trey landed his first consulting sale by helping a granite fabricator who had no health insurance.
- The owner’s family health needs made the employer receptive to starting coverage immediately.
Build With Why And Peer Networks
- Start with mission, vision, and values to guide firm strategy and hiring.
- Join peer networks to gain resources, vendors, and best-practice collaboration at scale.