Sign in
One pager
Inside benefits placement 2026: Insights for executives
What 330+ brokers say execs are missing about their workflow, and how you can help them get ahead
When all you're seeing is an expanding book of business, rumblings of inefficient processes are easy to ignore. Fast forward a few years, and you won't be able to ignore them anymore.
More complex compliance requirements, clients who expect faster service, an increasingly competitive market—these pressures are only going to grow. And right now, brokers are barely keeping their heads above water.
We surveyed 330+ brokers across all regions, firm sizes, and brokerage models to find out exactly what's slowing them down—and what kind of support they need to deliver the kind of service that retains your most valuable clients.
Check out the full report
Key findings include
.svg)
Brokers spend ~39 hours per employer group on placement mechanics alone
.svg)
The workflow bottlenecks most likely to cost you clients and brokers
.svg)
How firms getting ahead are using tech to turn placement into a strategic advantage
Did you know?
65% of brokers who know about or use placement technology are significantly more confident in managing quoting challenges.
