2020: Ring in the Year of the Broker

September 27th, 2020


In the Chinese lunar calendar, 2020 is the Year of the Rat. You may be surprised to learn that is a very good thing. The rat is not seen as a pest at all but rather is the first of the Chinese zodiac animals and the one associated with wealth and prosperity.

It’s a new way of looking at things, isn’t it? And who wouldn’t benefit from a fresh perspective for a brand new year?

At EBMS, we are doing just that. We’re adopting a slightly different outlook for 2020, even though our business model remains the same. And it’s a perspective also based on the concept of prosperity.

We’re calling 2020 The Year of the Broker.

It all started last summer, when our leadership team took a closer look at the business partnerships we have with the brokers who represent us. What matters most to brokers, we wondered.

So we asked them questions. We sat down with them in focus groups and one-on-one interviews. We sent them surveys. And we listened.

We found that our partners, the brokers, have a wide range of  priorities and concerns. And what we heard was that it all comes down to support. Some brokers work for big firms that have data analysts on staff. Others are going it mostly solo.

Because of all the time we spent researching and listening, we now have a different perspective. We know now that to serve our mutual clients to the best of our ability, we have to support brokers at a higher level.

While our daily operations won’t change, our focus does. We’re committed to making the broker’s job easier and to work with them more closely to bring a better experience to the end customer.

How will we do this? Through education, data, analytics and expanded resources. But it’s only January, and we’re still working out the details here at EBMS – so you’ll have to stay tuned! We’ll be providing details shortly.