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The Modern Broker
Based on insights from 250+ surveyed brokers and shared clients, this report explores how technology, consolidation, and evolving client expectations are reshaping modern brokerage.
The Modern Broker
Over the past decade, the broker role has expanded beyond plan placement to include compliance, technology, and workforce strategy. As regulatory complexity, digital disruption, and industry consolidation have reshaped the landscape, brokers who adapt have become increasingly difficult to replace.
At the same time, HR teams are being asked to do more with less. Budgets are tight, expectations for workforce data are rising, and operational efficiency is under scrutiny. Employers are no longer looking for support only at renewal. They want partners who understand how benefits function within the broader workforce system.
To understand how this shift is playing out in practice, we surveyed 250+ broker partners and shared clients about consolidation, technology adoption, and retention. This report explores what those findings reveal about the changing role of the broker—and why this moment matters for building a book of business that’s harder to lose and easier to grow.
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