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Workplace Benefits Broker Survey

Did you know that 4 out of 5 of brokers’ top pain points are related to technology?

Neither did we.

That’s why we surveyed workplace benefits brokers — to better understand their pain points along with their perspectives on price, products, technology, and marketing.

Together with technology partner EIS Group, here’s what we found.

2022: Top 5 Carrier Misconceptions

Our survey data uncovered some noteworthy impacts to the challenges faced by brokers.

Full survey report

Review full survey findings covering broker and client pain points.

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Executive summary

Review high-level survey findings with key takeaways.

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brokers need better technology experiences

brokers are not currently receiving the technology they desire

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Product misconceptions

Benefits brokers are not getting the product flexibility they need to meet their clients' needs.

Top 5 Benefits Carrier Misconceptions Brokers Reveal What They're Missing

EIS Coretalk

Wellfleet's James Ocampo, EVP Workplace Benefits, joins EIS to discuss our recent survey on what brokers want from carriers.

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