It's Draft Season. Free Tools to Help You Evaluate Whether Your Health Benefits Broker Should Make the Cut.

Do you know if your benefits broker will make the cut?

Every April, NFL teams make decisions under a ticking clock that will shape their rosters for years. The teams that win on draft day are the ones that started preparing long before the clock started. HR leaders are on a similar clock right now, and most don't realize it yet.

Healthcare costs are projected to break records again this fall. Aon and Willis Towers Watson are projecting 8–14% increases in 2026, with many employers seeing numbers well beyond that. If you absorbed a painful renewal last fall and walked out of your CFO's office with a mandate to do better this year, the clock is already running.

The problem for most HR leaders isn't that they don't care. It's that they've never had a framework for evaluating whether their broker is actually delivering, or just managing them through another cycle.

This guide was written for HR and benefits leaders who want to get ahead of renewal season, not react to it. Inside you'll find:

➤A plain-language explanation of why some brokers can't bring you better options even when they want to
➤Seven diagnostic questions to identify gaps in what your broker has and hasn't brought to the table
➤A discussion guide to help your leadership team evaluate your current advisor
➤Ten evaluation questions with concrete examples of strong and weak answers

The best advisors are already selecting their clients for this year. The window to act is now.

You're on the clock.