State of Benefits Placement 2026
How are brokers across the country actually running their business — and what separates the ones consistently winning?
To find out, we analyzed $1.9 billion worth of benefits placement activity across 10,000 employers and 43,000 coverages on ThreeFlow. In this webinar, we'll share what the data reveals about how brokers are approaching RFPs, renewals, carrier selection, and plan design — and where the biggest opportunities lie heading into 2026.
Join us with TBD as we share a candid, data-backed perspective on what's driving outcomes in benefits placement today — and what the brokers pulling ahead are doing differently.
You'll learn:
- Why brokers invite just 6 carriers per RFP on average — and why going wider rarely pays off
- How often the incumbent actually wins, and what drives decisions when price isn't the deciding factor
- Where the real whitespace is in 2026: the coverage lines with the highest no-prior-coverage rates and the strongest savings potential
- How bundling strategy affects what you can negotiate — and which product lines are almost always sold together
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This session gives you an objective, data-backed frame of reference for how your peers are operating, where workflows are breaking down, and where the highest-leverage opportunities are. You'll walk away knowing exactly where your book of business stands—and what the most effective brokers are doing that you can act on immediately.
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