Help Clients/Grow Revenue

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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CRC Benefits Steps Forward After BenefitMall Rebrand to Power Broker Support Across California

By Jamie Zelewicz, Senior Vice President, Growth and Strategic Partnerships at CRC Benefits

CRC Benefits Prioritizes Broker Success After BenefitMall Merger

The California brokerage landscape stands at a crossroads, challenged by rapid regulatory change, evolving client needs, and intensifying market competition. Amid these shifts, CRC Benefits, formerly known as BenefitMall, has emerged as a central player committed to bolstering broker strategies, compliance capabilities, and client service models in California and nationwide.

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From Strain to Strength: Unlocking the Power of Vision Care at Work

By Jonathan Ormsby, Senior Manager, U.S. Managed Care for Transitions Optical

Eye health is a critical driver of employee productivity and overall well-being—yet it remains one of the most overlooked elements in workplace health strategies.

Recent data from Versant Health’s Fourth Annual Vision Wellness Study and the 2025 Transitions Optical Workplace Wellness Survey highlight both the urgency—and opportunity—for brokers to help employers elevate vision care from a “nice-to-have” to a core component of whole-person health.

A Growing Strain on Vision— and Productivity

Employees are staring at screens longer than ever—and it is taking a toll.

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History of Health Commission Planning – Reflections on the past 10 years

By Phil Calhoun and David Ethington

In the past, most brokers focused on growing their commissions and gave little thought to protecting what they grew. Today, brokers have evolved to understand that their book of business has value. With this understanding, at some point, they give thought to the risks of losing their hard-earned commissions—especially when they realize the carriers in general are not friendly when one passes away, or for any reason one does not renew their license, or fails to recertify. Ten years ago, information about health commission protection was in its infancy. Carriers often had no tools to help brokers transfer commissions between one broker to another broker in a retirement planning effort or to prepare for a broker’s death or disability. The broker of record change was often not a planning method but more a tool to “take over” a group benefits case. No planning process focused on sound business methods to help brokers prepare for retirement or exciting business was available.

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ICYMI (In Case You Missed It)

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