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You Don’t Need Another Spreadsheet: Modernizing Your Book of Business
Let’s be honest — brokers are some of the most resourceful professionals out there. You can turn a single spreadsheet into a CRM, renewal tracker,
Lindsey Miller brings deep experience helping brokers and benefits partners maximize the value they deliver to clients. Through her leadership on products like W3LL’s Broker Agency Cloud and ICHRA Cloud, she connects real broker needs with practical, powerful technology. Her product-first, people-centered approach guides how the industry supports growth, retention, and better member experiences.
Lindsey Miller
Program Director
Broker Tips to Stay Organized (and Sane) Through Open Enrollment
Open Enrollment (OE) hits brokers like rush-hour traffic: inboxes overflow,
W3LL Broker Agency Cloud: Built to Do the Work You Don’t Have Time For
Let’s call it what it is: this Open Enrollment is
12 Real Employer Concerns About ICHRA — And How to Answer Them
When employers first hear about Individual Coverage Health Reimbursement Arrangements
You Don’t Need Another Spreadsheet: Modernizing Your Book of Business
Let’s be honest — brokers are some of the most
What the 9.96% ACA Affordability Threshold Means for ICHRA in 2026
Key Takeaways: The IRS announced a key update affecting employers’
5 Things Brokers & Agents Hate About Their Tech Stack (And How to Fix Them)
Let’s be real — health insurance is complicated enough without
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