Challenge: Converting interest to closed deals.

Our client was struggling to convert high initial buyer interest into closed deals. They offer personalized programs for weight management, mindfulness, and movement that improve participants’ physical and emotional health. They also provide access to GLP-1s through certified obesity medicine doctors. Our client wanted to capitalize on the current interest and urgency surrounding GLP-1s in the employer space and needed help strengthening broker partnership strategies.

Solution: Strategic recommendations and actions from brokers.

Archetype organized and facilitated three broker insight sessions.  These sessions provided our client with specific, actionable insights to inform their broker channel strategy. We worked closely with the client to pinpoint their most pressing strategic questions and tailored each session to address those concerns. We identified brokers from the RAD Collective, a proprietary network of employee benefits consultants, to give honest, candid feedback.

Benefits: Actionable feedback on broker channel strategy.

Through these sessions, our client gained actionable feedback and connected with 18 brokers from 15 different firms. Our team analyzed the insights from the broker community and presented the client with five strategic recommendations.  We also outlined specific action steps to advance their broker channel development strategy.

Results: Early success and ongoing innovation.

The client quickly saw results.  They developed new relationships with relevant brokers and improved their approach to reaching out to new benefits consultants. The discussions led to multiple broker-initiated follow-ups and requests for more information, opening doors for further engagement and introductions to new employer groups.

By focusing on building broker partnerships, our client is now better positioned to convert initial interest into closed deals and capitalize on current market opportunities.