Inside benefits placement:

survey insights from 200+ brokers

We surveyed 200+ benefits professionals nationwide to uncover key industry trends for 2025 and beyond. This report distills those insights into actionable strategies, helping brokers navigate challenges, embrace innovation, and strengthen their role as trusted advisors.

To stay competitive, brokers need more than just the right tools — they need the right strategies. Get this report to learn more.





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In this report, you'll learn about:

The challenges facing brokers today

Team dynamics and resource allocation

Trends shaping the future

did you know

34%

of a broker's time is spent requesting RFPs and renewals

did you know

Employers increasingly expect customized benefits solutions, yet only 19.2% of a broker's time

is spent tailoring offerings.

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