Broker and Advisor Relationship Management through KPIs

15 Sep

Broker and Advisor Relationship Management through KPIs

Tuesday, September 15, 2026 (12:00 AM to 11:59 PM) 0.5 PDCs
Provider: Arizent
Course Name: Broker and Advisor Relationship Management through KPIs
Speaker: Stephanie Porrino, Founder & CEO, Empower Healthcare Insights, Danielle Lee, EIC, EBN
Program Type: Conference
Registration URL: https://benefits-at-work.benefitnews.com/register/
Broker and Advisor Relationship Management through KPIs, Las Vegas, Nevada
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Identify the key KPIs that can be used to evaluate broker and advisor performance, from service delivery and responsiveness to strategic impact and cost management. Explore how employers can establish clear expectations, benchmarks, and accountability measures to create stronger and more effective advisor relationships. Learn how to use performance data and KPIs to identify gaps, improve partnerships, and demonstrate the value of broker and advisor relationships.

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Employers rely heavily on brokers and advisors to navigate an increasingly complex benefits landscape, but measuring the value of those relationships can be challenging. This session explores how organizations can move beyond subjective assessments and establish clear KPIs to evaluate broker and advisor performance. From service and responsiveness to strategic value, cost management, and employee outcomes, learn how leading employers are using data and defined expectations to strengthen partnerships, identify gaps, and ensure their advisor relationships are delivering meaningful value.

Broker and Advisor Relationship Management through KPIs
Broker and Advisor Relationship Management through KPIs
3131 Las Vegas Blvd S
Las Vegas, NV 89109-1967

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Broker and Advisor Relationship Management through KPIs