The benefits industry is ever-changing, and the need for tools and resources to help advisors stay current and relevant is greater than ever before. Our advisor partners see opportunity in this exciting and fast-paced industry. Acumen helps them stay a step ahead of the competition.
partner with acumen
why work together?
customized partnership
Acumen partners with advisors and agencies across the states of Iowa and Missouri. Because the needs and expertise of each advisor varies greatly, we provide a customizable advisor platform that allows each advisor to provide the services desired within each market segment (i.e. individual, small group, large group, partially self-funded, self-funded).
advisor experience
Advisors are provided with an array of services at Acumen—
- dedicated account managers to assist with client questions
- new business managers to facilitate quotes on new and existing business
- online portal that connects advisors to up-to-date forms, rates, and marketing materials
- access to individual markets and individual service specialists
- ongoing training and education: forums, webinars, newsletters, emails
- succession planning
- dedicated account managers to assist with client questions
- new business managers to facilitate quotes on new and existing business
- succession planning
- access to individual markets and individual service specialists
- ongoing training and education: forums, webinars, newsletters, emails
large group specialization
The large group market provides an excellent venue to significantly grow an advisor’s client base. But to compete and have an edge, an advisor needs expertise and robust resources. Acumen assists advisors of all backgrounds to sell large group business through coaching, data and analytical services, and leveraging Acumen’s preferred carrier partnerships.
succession planning
In our experience working with advisors over the years, we have found that many do not have a strong succession plan in place. When an advisor retires or leaves the industry, a solid plan for continuing a consistent level of service for existing clients is key. If your firm is interested in discussing a succession strategy, please contact us.