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Blog Entry
Insurance Relationships: Obstacles and Action Items, an AchieveNEXT Briefing

From February through April 2021, we surveyed sales leaders and brokers from insurance firms across North America. The survey asked how well brokers and carriers are managing relationships with existing and new clients in an environment where face-to-face meetings are limited, marketing and...


Blog Entry
Middle Market Employers Are Asking 'How Big Can Big Claims Get & What Do We Do Now?'

According to our CFO Alliance National Partner, Mercer, and their 2018 Mercer National Survey of Employer-Sponsored Health Plans, employers said that their number one strategic priority for the next five years is ‘monitoring/managing high cost health care/benefits claimants.' This is not an...