Guides
- Benefits renewal presentationA benefits renewal presentation is the document a broker or carrier uses to walk an employer through next year’s group health and benefits renewal: what changed, why, the options, and what to decide by when.
- Stewardship report templateA stewardship report is the annual review a broker gives a client before renewal: the coverage in place, how the year went, the work the broker did, and what comes next.
- Open enrollment presentationAn open enrollment presentation explains a company’s benefits options to employees during the enrollment window, so each person can pick a plan and know what it will cost them.
- Insurance proposal templateAn insurance proposal is the document an agent, broker or carrier sends a prospective client to win the account: what the client needs, the coverage recommended, the price, and why to choose you.
- Mutual action plan templateA mutual action plan is a shared timeline a seller and buyer agree on to reach a decision: the steps, who owns each, and the date each is due.
- Business case templateA business case is the document a buyer uses to justify a purchase internally: the problem, the options, the cost, the return, and the risk of doing nothing.
- QBR templateA quarterly business review (QBR) is a regular meeting and document where an account team shows a customer the results of the past quarter and agrees on priorities for the next one.