PRESENTED BY WELLFLEET & EIS
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.
Top 5 Carrier Misconceptions
Our survey data uncovered some noteworthy impacts to the challenges faced by brokers.
brokers need better technology experiences
brokers are not currently receiving the technology they desire
Product misconceptions
Benefits brokers are not getting the product flexibility they need to meet their clients' needs.
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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