report

Inside benefits placement:

survey insights from 200+ brokers

We surveyed 200+ benefits professionals nationwide to uncover key industry trends for 2025 and beyond. This report distills those insights into actionable strategies, helping brokers navigate challenges, embrace innovation, and strengthen their role as trusted advisors.

To stay competitive, brokers need more than just the right tools — they need the right strategies. Get this report to learn more.

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In this report, you'll learn about:

The challenges facing brokers today
Team dynamics and resource allocation
Trends shaping the future
did you know
34%

of a broker's time is spent requesting RFPs and renewals 

did you know

Employers increasingly expect customized benefits solutions, yet only  19.2% of a broker's time 
is spent tailoring offerings.

resources

Learn more about benefits trends

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