Andy NearyI help insurance professionals turn brand awareness into business growth.

This is a HUGE mental shift you must make when transitioning from a broker to a consultant.

15 May 2025 · 0 min

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0:10

A short YouTube conversation (Andy Neary interviewing a guest) about the strategic mindset change required when moving from selling voluntary benefits as a broker to acting as a benefits consultant. Emphasis is on understanding employer business objectives, differentiating employee segments (e.g., manufacturing workers vs. engineers), and tying benefit solutions to organizational goals rather than product-pushing.

Were any other shifts you had to make. Going from the world of offering voluntary to offerings, benefit medical, which could be fully insured, self funded, level funded captives, you name it.
Yeah. Thinking more strategically and looking at a business from having to really understand their business and what they were trying to accomplish, you know, we'd always talk, oh, well, you're trying to attract, entertain employees. And these products help that. But. Well, but how do they tie back together from their overall objectives, from, you know, how the manufacturer worker who's in the back is, has a different need than maybe the electrical engineer in the front. Work at the same business, but they have different needs. So you're trying to, you're trying to tie things together versus basically just product pushing.
That's a really good point.