Strategic Business Reviews: How to Share Value & Drive Growth
Published on January 3rd, 2024
Strategic Business Reviews: How to Share Value & Drive Growth
For administrators, interactions with brokers and employers are often transactional and prone to issue-related focus. Strategic business reviews are one of the most powerful tools to elevate and enhance these relationships and see the value of your solutions recognized by your most strategic brokers and employers. The focus of these meetings should be on value rather than status updates or operational topics. It’s an opportunity to demonstrate value and connect with brokers/employers on a deeper level, while enabling and advancing your growth strategy at the same time.
To be successful, SBRs must be strategic. They provide a chance to gain a deeper understanding of the broker/employer’s business and future plans. And they offer an opportunity to proactively share data and insights and recommended actions designed to unlock more value. If done well, these meetings position you as a trustworthy adviser rather than a self-interested vendor. This helps build trust, which, in turn, solidifies your partnership. Join us as we share strategies for conducting exceptional business reviews with your high potential / high value customers and distribution partners.