Global Brokers Call Summary: Account Management

Given the complexity of global benefits, companies need to leverage brokers to allow them to get the work done across multiple geographies. To optimize a global strategy with line of sight across these programs, a global broker arrangement is often a preferred route for governance.

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November 01, 2018

Given the complexity of global benefits, companies need to leverage brokers to allow them to get the work done across multiple geographies. To optimize a global strategy with line of sight across these programs, a global broker arrangement is often a preferred route for governance. This choice is often driven by the company’s desire to implement an effective global strategy, which requires access to data, analysis and proactive decision making. The latter requires clear expectations, robust technology and a strong account management model to form a robust relationship between the company and its global broker partner. Complex requirements necessitate nuanced solutions and alignment for joint success. This global broker publication summarizes a moderated member discussion on account management, broker evaluation, the benefits inventory database and analytics.

Global Brokers Call Summary: Account Management

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