Field Notes
Sharper Ideas for Benefits Professionals
Practical notes on better proposals, cleaner presentations, open enrollment prep, AI workflows and the small systems that make an independent practice look more polished.
Latest Notes
Useful Reads for Client-Ready Work
Presentation Design
Employee Benefits Presentation Design
Why professional presentation design matters more than many brokers realize.
Proposal Design
Insurance Broker Proposal Design
How independent brokers can look like a firm three times their size.
Document Support
Benefits Consultant Document Support
Why more consultants are outsourcing proposals and decks.
Open Enrollment
Open Enrollment Presentations
A better way to prepare without losing your weekends.
AI Tools
AI Tools for Insurance Brokers
What actually matters right now in 2026.
Working smarter: Each article is written to help brokers and benefits consultants explain complex work more clearly, save time, and send materials that feel ready for a real client conversation.