Accessing the Strategies of Smart Partners™

Our members enjoy true peer-to-peer sharing of intellectual capital and resources without the fear of losing market share to competitors. Members are able to request, share and receive the most highly valued and most highly protected proprietary tools, resources and knowledge in the industry, in confidence. This is The Power of Smart Partners™, sharing of proven growth strategies.

Interaction and true peer sharing
Owners’ Only site for sharing highly confidential information
Peer sharing of strategic planning tools and resources
Annual “State of the Industry Address”
Best Practices resulting from the work of three of our six member committees:
- Standard Consulting & Brokerage Services
- Strategic Consulting Advisory Services
- Sales & Marketing Services
We have an investment banking firm that provides benchmarking, strategic consulting and advisory services for our members. With strong experience in the benefits brokerage industry, they are uniquely qualified for assessing and advising our member firms.

New member services include an on site strategic business planning session covering:

SWOT Analysis & Direction Statement
Compensation & Equity Plans (ownership; performance incentives)
Organizational Structure
Succession Planning
“Best Practices” Analysis