January 2018 – The Healthcare Utility Belt: Evaluating Public Site Broker- and Agent-Targeted Resources

As healthcare policy shifts and service expectations and technologies evolve, agents and brokers expect health plans to supply resources that help them understand these issues and grow their books of business by attracting new clients. This Healthcare Monitor Report analyzes public site broker- and agent-targeted resources by evaluating the scope of topics firms cover and the quality of materials and support services available.

Leading firms centralize resources, clearly label materials, offer information in a wide range of formats and provide tips for executing key sales tasks, such as identifying clients, value propositioning and seamlessly selling the firm’s products. Many sales and marketing materials help these advisors educate their clients on the firm’s products, benefits and programs. Only a handful of coverage group firms offer public access to materials covering industry trends or educational content.