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Benefit Brokers Staying a Step Ahead By Leveraging Private Equity Insights

Updated: May 11

The following is an excerpt summary. Read the full article here.


The healthcare insurance broker sector has faced multiple challenges - COVID-19 causing rising healthcare costs, employee attrition levels, and employers seeking new solutions to manage costs while expanding benefits. This has led to a growth in new vendors and start-ups with innovative solutions, but brokers need to ensure they are vetting these solutions and presenting the right options for clients.


The sector is also seeing a rising interest from private equity (PE) investors, who are increasingly focused on digital health, value-based care, and consumer-driven services. Brokers can leverage this PE interest by conducting thorough research and due diligence to stay ahead of the market.


The RAD Collective, created by Philadelphia-based consulting and investment firm Archetype, aims to support benefit consultants in solving industry challenges and having a meaningful impact on the industry. Its members have the opportunity to share their challenges, collaborate with industry professionals and gain access to the latest tools, strategies, and resources.


Read the full article.

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The following is an excerpt summary. Read the full article here. As the employee benefits industry is evolving, consultants need to keep up with the accelerating rate of new point solutions. Piecemeal

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