The Broker Edge
Hosted by our thought leadership team, the Guardian Edge provides insights into timely topics that brokers need to know. From workforce well-being challenges to the latest legal and regulatory news, gain a deeper understanding of what employers are facing and ideas to help grow your business.
Episodes
Benefits migrations can be high risk, with brokers guiding every step. This episode explores where migrations break down and what brokers can do upfront to reduce disruption. Get practical guidance on planning, data readiness, and coordination, plus learn how a well‑managed migration can improve the employee experience from day one.
How can ROI really be measured for workforce mental wellness solutions? Learn how brokers can connect productivity and engagement to significant medical cost savings — and confidently demonstrate to their clients why investing in them explains the data behind mental health solutions.
We sit down with Jeff Giovannelli, Head of Group Benefits Distribution, to break down the latest market trends shaping the broker landscape. Jeff shares what brokers need to know to strengthen client relationships, stand out in a crowded market, and position themselves for long-term growth.
Discover how Guardian and ThreeFlow Connect help brokers quote faster, simplify renewals, and turn better data into better client conversations — without adding work to their day.
As a broker, you may see paid leave as a mandate‑only issue or assume state plans are enough. In this episode, we unpack why that thinking can limit growth — and how paid leave helps you start stronger absence conversations as client and employee expectations evolve.
This episode zeroes in on the pivotal role of the finalist meeting. The discussion explores how the outcome of these meetings can significantly influence a client’s decision-making process, often determining whether a broker secures or loses new business.
Rising dental care costs are putting pressure on employers. Learn how brokers can use smart plan design and clear messaging to retain clients and drive growth.
The rise of gig work, solopreneurs, and digital platforms is driving a shift toward retail-style benefits offerings. Rick Porterfield explores how brokers can tap into new markets, including non-traditional workers and platform users, by leveraging retail products and alternative distribution channels. Learn how to create value for clients in a world where benefits are increasingly direct-to-consumer.
Explore how supplemental health products strengthen broker portfolios. This episode covers bundling strategies, member experience improvements, pricing trends, carrier partnerships, and practical ways to position supplemental health as a value‑driven benefits solution in a competitive market.
Artificial Intelligence is reshaping the insurance and benefits industry. Rick Porterfield discusses the latest innovations, from agentic AI to care navigation, and what brokers need to know to stay ahead. This episode explores how AI is impacting client service, plan design, and even the structure of employment itself, offering actionable strategies for brokers to adapt and thrive.
Guardian’s new hospital indemnity offering goes beyond coverage — supporting fertility health, caregiving, mental health, and more. Brokers, here’s how to position this holistic solution for today’s workforce.
Want to thrive as a benefits broker? Learn how top performers build lasting success through client-first thinking, strong carrier relationships, and bold growth moves. Guardian’s top sales rep shares practical tips and inspiration for new brokers and mentors alike.
Discover how Professional Employer Organizations (PEOs) are transforming employee benefits and reshaping broker strategies. In this episode, Rick Porterfield shares expert insights on leveraging PEO partnerships to boost profitability, optimize distribution, and thrive in a consolidating market.
Dental networks are changing fast. In this episode, we break down the shift from fully owned to hybrid (rented and contracted) networks, what it means for brokers, and how to guide clients through the new landscape. Get practical tips, key questions to ask, and strategies to stay ahead in today’s evolving dental market.
On this episode our guest Josh Roland, CLMS, GBDS, VBS from Centro Benefits Research discusses why dental, vision, life, disability, and voluntary benefits matter more than ever — and why “cheaper” isn’t always better. Tune in for fresh insights and what’s next for brokers and employers.
In this episode of Ask the Underwriter, we explore the shifting landscape of life and disability insurance costs. Our panel of experts dives into post-pandemic mortality trends, demographic shifts, and the economic pressures influencing participation rates and underwriting decisions. We also unpack actionable strategies for brokers to improve enrollment outcomes, secure competitive quotes, and understand the deeper drivers behind d...
Our guest, Michelle Bertrand, a technology practice leader at Guardian, explores the transformative power of API integrations in the employee benefits industry. Join us to hear insights on how APIs can help streamline the plan build and eligibility processes, ultimately shortening setup time, reducing errors, and improving overall efficiency.
Discover the innovative features of the new Workday Wellness benefits platform and how it integrates with Guardian's solutions to help provide a seamless experience for planholders. Learn about the latest API technology that can help ensure better support and engagement for wellness-related benefits.
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