FeaturedBroker operations
Nine questions a broker should ask any AI benefits vendor
Most AI demos answer the wrong question. These are the ones that separate a working product from a good screenshot.
7 min read
Resources
What we have learned building a book's worth of guides.
Writing on open enrollment, compliance, and reaching a workforce that does not sit at a desk.
6 articles
Frontline comms
Delivered is not read
Open rates flatter benefits teams. What matters is whether the employee who never logs in to anything saw the thing at all.
5 min read
Compliance
BYOD texting and California Labor Code § 2802
Reimbursement rules catch out employers who text staff on personal phones. Here is the compliant way to do it.
8 min read
Broker operations
The brokerage year, drawn as one production line
Renewals, open enrollment, and the quiet months in between — mapped against the work that actually has to be produced.
6 min read
Open enrollment
One guide per client, not one per carrier
Employees do not think in carriers. Structuring the guide around the decision they are making changes what they ask HR.
4 min read
Open enrollment
Your plan documents are already the product
The SBCs and rate sheets sitting in a shared drive contain everything a personalized guide needs. The work is in the reading.
5 min read
Templates and checklists you can put to work this renewal season.
Practical documents from the same production line. No form to fill in.
Open enrollment readiness checklist
The document list, the deadlines, and the sign-offs for a group you are renewing.
PDF · 4 pages
Plan document intake template
What to collect from a client before a guide can be built, in the order it is needed.
XLSX · 1 sheet
Employee comms calendar
A quarter-by-quarter sending schedule for a book of business, ready to adapt.
PDF · 2 pages
AI vendor evaluation scorecard
The nine questions from the blog, laid out so you can score two vendors side by side.
PDF · 3 pages
See it on one of your own clients.
Bring the plan documents for a group you are renewing. We will build the guide on the call.