Week 6: Re-Recruit Your Current Groups Before Someone Else Does
Welcome to Week 6 of the Q4 EBA&M Boot Camp.
Fall is the season when great clients get taken. You’ve worked hard to build trust — now it’s time to protect it.
In just the past few weeks:
A top-10 agency used EBA&M’s HRA to win a 300-life group away from a major competitor.
A top 10 agency secured a 300-life group by leading with EBA&M’s HRA over a competing TPA’s Nonstop Wellness plan. Result: Lower fixed costs, streamlined tech, better service = Broker of Record awarded.
Another broker locked in their client for another year — because competitors couldn’t beat the benefit-to-cost ratio.
Another broker used EBA&M’s high-value HRA to stop competitors at the door. No one could beat the value and flexibility — employer stayed loyal for the long haul.
A third broker rescued a 50-life group from a TPA with poor service and converted them to EBA&M for January 1.
A 50-life group asked their broker to explore options after a competitor’s internal staffing struggles. We presented. They moved. Simple as that.
What Employers Are Saying
(Actual 5-star reviews, shortened)
"Your team helped us feel confident in a confusing benefits world."
"We didn’t know this kind of service still existed. It’s been a game changer."
"Our employees are happier, and we’re saving money. Win-win."
From the EBA&M Team
"Groups renew with us because either they love working with our amazing team or the group is happy with how their HRA plan is performing, or in a lot of cases, both!"
Megan Probasco, VP - HRA/MERP
"Our renewals stand out due to predictive analytics and proactive account management, delivering customized, transparent plan optimizations that boost retention and trust."
David Franklin, Executive Sales Consultant
"We leverage detailed plan data to ensure each client is aligned with the most effective renewal strategy— helping us make smart, data-informed plan selections that reflect how the group actually uses their benefits."
Shan Joshua Gaco, Account Manager
What made the difference?
Lower fixed costs
Higher confidence in service
Simpler platform + cleaner reporting
Even if your clients haven’t asked for options yet… their inboxes are full of pitches. Now’s the time to re-recruit what you’ve already earned — before Q4 pressure makes things messy.
This Week's Focus