Welcome to HealthPlanBrief.com
Week 1 • 4–5 min read
Why this hub exists and how to use it to accelerate your growth as an agent or broker.
Read article →Agent Education Series
Training, strategies, and tools for licensed agents & brokers
A weekly series to strengthen client conversations and help you grow your book: open enrollment timelines, funding models, and practical sales plays.
Latest articles
Open Enrollment Timelines for Agents
Week 2 • Coming soon
The dates to know and how to turn them into retention, cross-sell, and pipeline wins.
Coming soon
Level-Funded Plans: What to Highlight
Week 3 • Coming soon
Position level-funded plans as a balanced option for employers seeking predictability with upside.
Coming soon
Funding Models Compared
Week 4 • Coming soon
Side-by-side breakdown of fully insured, self-funded, and level-funded models for employer groups.
Coming soon
Cross-Selling Opportunities During Open Enrollment
Week 5 • Coming soon
How to introduce supplemental benefits to strengthen client protection and revenue.
Coming soonUnderstanding Stop-Loss Insurance
Week 6 • Coming soon
What brokers should know about protecting employers from catastrophic claims.
Coming soon
Building Client Loyalty Through Year-Round Education
Week 7 • Coming soon
Newsletters, webinars, and check-ins that keep you top-of-mind beyond enrollment season.
Coming soonWant support behind the scenes?
Partner with Premier Shield Benefits for training, tools, and back-office help while you grow your book.
Talk to PSB →You’ll be redirected to Premier Shield Benefits.
- Top carrier access
- Warm lead programs
- Marketing & CRM tools
- Training & mentorship