“I tend to google the best brokers in town and start by interviewing how they go about treating their clients. I expect a high level of interaction and partnership, not all brokers get involved in the day-to-day that some smaller companies need, so don’t be afraid to ask questions and even ask what their average commission per employee per month is on certain sized companies and plans, this can also give you an idea of how transparent they are with their clients. I have also seen people ask their networks who they like the best, but you will get bias in those as they may not be the same type of company you are when looking for a broker. I have my favorite broker that I tend to take with me for all clients and employers, they have been by far the best in their customer service and answer every question and provide a lot of extra perks for employees, that is just the cherry on top. Find those types of brokers where they will be the trusted partner looking out for the best in your people just as much as you are.” – Kelly Loudermilk
“Consider reaching out to HR professionals in your network, specifically in smaller businesses. It’s very often that HR departments of one manage these processes and may have broker recommendations for you! As them about their brokers and get referrals! Some of the best brokers can be found by word of mouth.” – Chris Ruddy