By the Numbers: Benefits Brokers as Strategic Advisors

Rising healthcare costs, increasing compliance demands, rapid technology innovation and evolving workforce expectations are reshaping what clients need from their benefits broker.

As client expectations grow, brokers have an opportunity to deepen their role as strategic advisors. Based on isolved’s latest Advisory Services Research, this infographic breaks down what brokers are being asked to advise on today, where advisory services are expanding next and how innovation is influencing referrals and long-term strategy.

What You'll Learn

• Types and sizes of clients brokers serve

• Advisory services brokers currently offer

• New services brokers plan to add

• Advisory requests outside of traditional benefits services

• Top compliance, regulatory and business challenges

• How artificial intelligence (AI) is impacting advisory services

Why Broker Advisory Is Expanding

Most brokers report being asked to advise beyond traditional services, while nearly half are fielding questions about AI and automation. These expanding client expectations are redefining the broker–client relationship and elevating the importance of strategic guidance.

The research shows that brokers who embrace innovation and expand advisory capabilities are better positioned to strengthen relationships, open up new revenue streams and remain referral-ready in a competitive market.

How Advisory Strategy Is Evolving

What’s emerging is a clear shift in how brokers approach growth and differentiation. Brokers who combine trusted expertise with modern tools, data and insights are better equipped to guide clients through change with confidence and consistency. As advisory expectations evolve, credibility, experience and adaptability are becoming essential to long-term influence and success.

Download the infographic to explore the data behind these shifts and see how today’s brokers can lean on trusted partners to expand their services, strengthen client relationships and meet rising expectations with confidence.