Whether you're just starting out or looking to grow your business, our comprehensive Employee Benefits Broker Guide to Success is packed with actionable tips, proven strategies and insider knowledge to help you thrive in this competitive industry.
We've drawn on over 40 years of experience and expertise in the employee benefits space to curate the most relevant and actionable information to help you achieve your goals and take your business to new heights.
✔ How to Become an Employee Benefits Broker: Understand the licenses, certifications and industry requirements needed to start selling.
✔ Building Your Book of Business: Proven tactics for lead generation, prospecting, cross-selling and expanding your book of business.
✔ Mastering Sales Techniques: Learn how to close more deals and implement negotiation strategies that win clients.
✔ Diversifying Your Product Portfolio: Explore how offering a full range of employee benefits—from specialty products to compliance services—can help grow your business.
✔ Client Relationship Management: Discover strategies for building trust, setting expectations and boosting client satisfaction year after year.
✔ Marketing Your Agency: Learn proven marketing strategies to help your insurance agency stand out in a competitive market and attract new clients.
✔ Navigating Compliance and Regulations: Gain a competitive advantage by becoming a trusted advisor on all things compliance.
Grow your employee benefits business and start implementing the strategies that top brokers use to elevate their success. Fill out the form below to access your guide.
Choosing the right General Agency (GA) can significantly impact your success as an insurance broker. A GA provides valuable resources, support and access to a broad range of products and carriers.
They streamline operations, assist with compliance and offer marketing and business development tools. Our guide also highlights how partnering with us at Savoy, a leading general agency, can give you a competitive advantage and support revenue growth.
Visit the links below to learn more about what we offer.
About SAVOY
Savoy is a strategic partner specializing in general agency and consulting services. With more than 40 years’ experience, Savoy is a boutique general agency that provides a full suite of health and specialty benefits, individual health and life insurance, Medicare, a multichannel Contact Center, compliance and human resources services, technology, research, education, marketing and other innovative solutions through its offices in New York, New Jersey, Connecticut, Pennsylvania, Delaware and Florida.
Copyright © 2025 Donald C. Savoy, Inc. All Rights Reserved.
Savoy Associates® is a registered trademark and assumed name for an insurance producer licensed in these states. This site contains content and resources provided by third parties, and all content and resources are provided for informational purposes only. Speak with a licensed professional at Savoy Associates for details regarding insurance product offerings.
