Organic Growth
CREATING CAPACITY & VALUE FOR ALL BENEFIT STAKEHOLDERS
BLOCK MANAGEMENT & GROWTH
A Block is Not a List of Cases - It’s a Portfolio.
Managed against a plan – not one renewal at a time.
Block maximization and strategic planning sessions, plus supplementalcompensation evaluation and management — the standing work ofmanaging a portfolio rather than servicing a list.
01
Segment
The block sorted by size, carrier, line count, renewal date and growth headroom — so effort goes where it returns.
02
Report
Block performance reviewed with the broker on a set cadence: lines, participation, premium, persistency.
01
Reconcile
What we said we would do, against what happened. Variances explained, not buried.
A TYPICAL BOOK TODAY
3.4
lines of coverage per client
$731
premium per eligible, per year
➔
THE GIS BOOK
8.5
lines of coverage per client
8.5
lines of coverage per client
$1,500
premium per eligible, per year
WHAT THE BROKER GETS
Capacity and Organic Growth.
Audit, align, consolidate, reconcile — then everyone wins.
Capacity
Hours back to the team.
75%
less time marketing an RFP
50 hrs
saved by HR per open enrollment
$3,000
cost of the work we absorb, per case
Organic Growth
Revenue from the existing book.
2–3x
increase in ancillary revenue
2x
increase in voluntary participation
$10,000
ancillary revenue per 100 employees