2021 Workplace Benefits Broker Survey

Did you know that brokers’ top 5 pain points are: commission structure, billing errors, lack of real-time data insights, the time it takes to underwrite a group, and slow data processing time?

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.


Executive summary

Review high-level survey findings with key takeaways.


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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