2021 Workplace Broker Survey – Executive Summary

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Research points to brokers embracing the role of advocate but stymied by legacy systems  

Now more than ever, workplace benefits brokers play a critical role in helping to educate and develop benefits strategies for their employer clients. The Wellfleet-EIS Benefit Broker Survey provides insights based on authentic feedback from the workplace benefit broker community.  

Get high-level findings on broker and client pain points – like how carrier technology is the most important consideration when price and coverage options are the same among carriers, or how employee portals are the No. 1 technology asset brokers want but are not getting from carriers. 

Download now to uncover key findings and takeaways.  

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2021 Workplace Broker Survey

Our inaugural survey’s data highlights top brokers and client pain points, as well as what workplace benefits brokers want from their current carrier partners but are not receiving.

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