You own the relationship. Which means when the service is thin, you are the one absorbing it: the escalations from your people team, the renewal that arrives late, the account manager who changed again.
This page is for senior people business partners and people partners. The ones who execute renewals, field the questions, and know exactly what the current arrangement actually delivers.
Written so you can apply it to any broker, including us.
A measuring stick, not a brochure. Hold your broker to it. Hold us to it.
A plain list of what an employee benefits broker should be doing between renewals, written so you can apply it to any broker. No scoring theatre, no gated download. If your current broker passes it, keep them and lose nothing.
Read the Standard →Nothing moves unless you decide it should. Exploring a broker change does not require an immediate change to every insurer or scheme. We will show you the practical steps, boundaries and choices for your arrangements before you decide anything.
Ask us about how the standard works in practice, including the parts that are hard.
Last reviewed 29 August 2026
Bring the question you have now. We will start there. If you should leave things as they are, we will say so.
Book 30 minutes →