The Insurance Buying Process

Employers that use one insurance intermediary to handle their bidding in the marketplace get more value out of their policies compared to those that don’t. Learn why and shown with real world examples.

 What you’ll get

  • As a consumer, the better you understand the carrier's distribution rules and strategize around that, the better outcomes you'll achieve.

  • We hear the same concerns from buyers every day. In this class, we cut through the noise and address the most common issues head-on—backed by real-world experience from a publicly traded agency.

  • Learn how the ashes of the Chicago Fire, rubble of the San Francisco Earthquake, financial collapses, chaos from The Great Depression, post-World War II economic boom and attempted federal government overreach shaped how businesses purchase insurance today.

  • The carriers hold all the gold. They set the rules and have decided (based on historical events) that it is best for them to distribute their products through brokers. In this class, you'll get a better understanding of what those rules are and how to play to win.

  • You'll get a look behind the curtain on when carriers want to start working on a given account, the things they ask, and why. You'll also get clarity on how to check whether or not your broker is doing a quality job for your insurance account.

  • This class clears up common misconceptions and gives you tools to determine whether your current broker is truly acting in your best interest—or simply maintaining the status quo.

Upcoming Classes

  • The Insurance Buying Process

    Thursday June 11th @ 2PM EST

    Employers that use one insurance intermediary to handle their bidding in the marketplace get more value out of their policies compared to those that don’t. Learn how and shown real world examples.

  • The Insurance Buying Process

    TBD

    Employers that use one insurance intermediary to handle their bidding in the marketplace get more value out of their policies compared to those that don’t. Learn how and shown real world examples.