Advisor Team Tools

Three team members sitting and collaborating at a wooden table working on documents, with a laptop, notebooks, and a coffee mug.

Practical tools for benefits advisor teams to support learning, readiness, communication and consistency in day-to-day client service.

Each resource provides a starting point that can be adapted to support your team’s needs, conversations and ways of working.

  • "Proactive Client Check-In" guide for benefits advisors, with prompts to support thoughtful conversations and follow-through with their clients.

    The Proactive Client Check-In

    A practical conversation guide to help you recognize when a client check-in may be timely and explore how you can best support them.

    View Resource