2026 Roadmap: Q4i Annual Planning Guides for Your Insurance Agency
Wendy Keneipp
2025-11-03
Summary The 2026 Q4i Annual Planning Guides are here: updated tools designed to help ...
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Lifelong Learning: How Benefits Advisors and Agency Leaders Stay Essential
Kevin Trokey
2025-10-27
Summary In a world where the pace of change only accelerates, your true competitive edge ...
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How Benefits Producers Can Improve Sales Conversations
Wendy Keneipp
2025-10-20
Summary Great sales conversations don’t come from perfect pitches—they come from clarity, ...
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You Don’t Have to Do It Alone: The Power of Community
Kevin Trokey
2025-10-13
Summary Going it alone may feel noble, but it limits your potential. Success grows faster ...
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Who Do You Talk To? Professional Development for Employee Benefits Producers and Agencies
Wendy Keneipp
2025-10-06
Summary Sustainable growth and independence in benefits agencies requires deliberate ...
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Before You Disrupt Healthcare, Disrupt the Buying Process
Kevin Trokey
2025-09-29
Summary Advisors talk a lot about disrupting healthcare, but real disruption starts with ...
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What Are You Choosing to Sacrifice? The Cost of Not Outsourcing
Wendy Keneipp
2025-09-22
Summary Agencies often think they’re saving money by asking account managers to handle ...
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RFPs Are a Stupid Way to Choose a Benefits Broker
Kevin Trokey
2025-09-15
Summary Traditional RFPs waste time, hide real opportunities, and reduce brokers to ...
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Keeping Disruptive Emotions Out of the Employee Benefits Sales Process
Wendy Keneipp
2025-09-08
Summary Every decision starts with emotion, and in sales, ignoring that reality is ...
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In Sales, the More You Prepare, the Luckier You Get
Kevin Trokey
2025-09-02
The straight-talk summary Preparation is the sales advantage most people overlook. Buyers ...
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