How to Optimize Technology in Your Benefits Agency

About the Book

“Health insurance brokers help people everyday in an area that is often of critical personal importance to them – their healthcare – not to mention its importance on a national and global basis. The same simply cannot be said for many other careers. As technology is impacting our industry now more than ever, it is even more important that we share best practices with one another. This book is a contribution to that conversation. My hope is that you’ll come away with some good ideas for your firm. I also hope you’ll be impressed with how much I share, because I’m going to share everything including compensation schedules, training materials, sales script, renewal processes, recruitment strategies, financials, and most importantly – how we incorporate technology into everything that we do. I’m doing this because we’ve found that technology and benefits really can mix – and when they do the results can be outstanding.”

About the Author

Brian Tolbert is the benefits practice leader at Bernard Benefits, a fast-growing employee benefits firm with offices in Nashville, Indianapolis and Austin. He received his B.S. from Vanderbilt University and his M.B.A. from Vanderbilt’s Owen School of Management. Brian is also the author of Amazon best-selling book Breaking through the Status Quo and is an expert on alternate funding strategies for health benefits plans, HR technology, and sales and business growth.