The Broker Edge

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.

This episode makes ben tech practical through real broker–client scenarios. We break down when APIs matter, where EDI still fits, and how brokers can guide clients toward the right ben admin and HCM setup. You’ll also hear best practices from finalist meetings and a consultative playbook brokers can use right away.

 

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.

Read more

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.

Read more

Join Sarah Mitchell, Benefits Technology Practice Leader, Guardian and Meredith Block, Manager, Client Relationship Management, The Cason Group In this engaging conversation, we explore the current state of Evidence of Insurability (EOI) and how outdated processes are creating pain points across the benefits ecosystem.