How do the best brokers decide when to go to market? How often does the incumbent actually win? And where's the real growth opportunity hiding in your clients' portfolios?
We have the answers.
We analyzed $1.9 billion worth of benefits placement activity in 2025—10,000 employers, 43,000 coverages—to give you an objective read on how brokers across the country are running their business. The result is the most comprehensive picture of benefits placement available today.
Download the report to find out:
What brokers who consistently win business are doing differently—from RFP strategy to carrier relationships to plan alternatives
Which coverage lines have the most whitespace, the most savings potential, and the highest move rates
How digital placement is reshaping workflows—and what it means for how you compete in 2026
Read the full eBook
In this eBook, you’ll learn
Why brokers invite just 6 carriers per RFP—and what the data says about going wider
The coverage lines where incumbents are most vulnerable heading into 2026
Why nearly 70% of carrier decisions come down to something other than price
did you know?
When brokers go to market, the incumbent wins 7 to 8 times out of 10—but the brokers who ask for plan alternatives place them up to 54% of the time.
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