Employee benefits consultants and brokers often hear from HR leaders months before a plan renewal. This brochure request form turns that first contact into a useful lead by asking for the details that shape a benefits conversation: company size, industry, current provider, and how soon the next renewal comes up.
After name, email, phone, job title, and company, the form asks about industry and number of employees, then the current benefits provider or broker. Respondents pick their renewal timeline and the challenges they face, such as rising premiums, limited plan choices, administration headaches, or weak employee engagement. An open question near the end lets them name topics they want the brochure to cover.
Two parts of the form adapt. Employers who flag compliance or regulatory concerns, for example around ACA reporting or COBRA, get space to describe them. Those who want a complimentary consultation call are asked for a preferred meeting type and the days and times that suit them, while everyone else can submit right after requesting the brochure.
