Most brokers do not make a profit in the small case market because they don’t properly leverage technology or employ best practices.

In a session at EBA’s Workplace Benefits Renaissance in New Orleans on March 2, Maureen Liberati, an independent consultant at CBP, and John Ollis, VP of sales and marketing at IBX, will share how a broker’s small case business “can be their most profitable business segment within the employee benefits business,” Ollis says.

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