Help Clients/Grow Revenue
CrankWheel
Beyond Open Enrollment: Your Growth & Client Nurturing Checklist
By Jói Sigurdsson , CEO of CrankWheel
The phones won’t stop ringing. Your calendar’s a wall of back-to-back appointments. Every conversation feels like a race against the clock.
Welcome to open enrollment. The make-or-break season for insurance agents. But, here’s the twist: the real money and long-term loyalty aren’t built in these frantic weeks alone. They’re earned in the moments after the dust settles. We have put together this practical checklist to help agents turn enrollment season into a year-round revenue engine. With tips that cover upsells, cross-sells, retention strategies, and relationship-building moves that keep clients close long after the deadline passes.
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Positioned for Possibility: When a PEO Is the Right Move for Your Clients
By Rob Schlossberg and Ari Wind Broker
What happens when a business grows faster than its HR can keep up?
As businesses scale, shrink or shift directions, internal teams are often stretched too thin. Payroll, compliance, employee issues, and benefits management all add up. For some employers, those challenges become a daily grind. For others, they create a breaking point.
Professional Employer Organizations (PEOs) offer an alternative path. One that goes beyond traditional outsourcing to provide a full HR infrastructure. For the right kind of client, that support can change everything.
But knowing when a PEO is the right fit, and, just as importantly, when it’s not, takes more than surface-level awareness.
Let’s take a closer look at what matters.
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The Standard Unveils Comprehensive Workplace Benefits Suite and Sales Channel Enhancements Following Allstate Benefits Acquisition
October 9, 2025
PORTLAND, Ore. — Standard Insurance Company (The Standard) announces the next chapter in its workplace benefits evolution. Effective Jan. 1, 2026, the company is incorporating the best-in-class suite of voluntary products from the American Heritage Employer Voluntary Benefits business (formerly Allstate Benefits) with its full array of existing core Life, Disability, Guaranteed Standard Issue Individual Disability and Retirement Plans benefits. This integration will deliver one of the broadest benefit offerings available in the marketplace.
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Working With Seniors? Here’s A New Way To Help
By Lisa Rehburg
Over time, the reason a client purchases a life insurance policy may change, or the need for it no longer exists. Perhaps a spouse has passed away, the house is now paid off, and the kids are out of the house, retirement has changed the budget, or the policy premiums are becoming too unaffordable to maintain. These are just a few examples. And, clients believe that their only option is to drop the policy by lapsing or surrendering it. Enter life insurance settlements as a solution.
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Two Problems and Two Solutions – Baby Boomers Planning
By David Ethington
Two solutions solve the TWO most pressing problems all brokers, especially Baby Boomer Brokers, have when working in health insurance. This applies to Group and Medicare commissions.
The Two Problems Are:
1. Planning for an EXIT, which is a concern for all brokers, especially for Boomer aged brokers who want to sell and/or retire within one year; and
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ICYMI (In Case You Missed It)
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READ-LISTEN-WATCH
Industry News to Grow Your Business
CalCPA Health Eligibility And Prospecting
By Ron Lang
In the final segment of our comprehensive series on CalCPA Health, CEO Ron Lang addresses a crucial topic for brokers and prospective member firms: eligibility requirements, particularly as they relate to industry classification and the use of Standard Industrial Classification (SIC) codes. This article unpacks how CalCPA Health determines which businesses qualify, the flexibility of their guidelines, and what this means for financial services firms and brokers seeking to leverage CalCPA Health’s offerings.
WATCH
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