
Aggressive Mimicry
Probably the biggest reason I always try to meet face to face with someone before they become a client is that it gets the relationship off on…

Who is the focus of your benefit plan?
Early in my career I learned an important question to ask when consulting a prospective client; is it an Us, Them…

Wallet Biopsy - Medical Billing and Pricing Transparency
Surprise Medical Bills Recently there has been a spate of articles in the media regarding "surprise" medical bills. These are mostly instances where a patient is rushed to the Emergency…

The agent’s impact on underwriting
Our client's well-being and our livelihood depends on us not just filling out applications but ultimately getting them through the underwriting process and as…