Broker / Advisor

Broker Partner Enrollment Playbook

Watch Time: 3 Mins Reading Time: 5 Mins Presented by Jeffrey Szymanski Updated April 26, 2026
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Jeffrey Szymanski

Managing Partner

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Quick Answer

Benefits brokers can add DI and LTC enrollment to their offering with zero operational lift. Hollowtree handles carrier negotiations, plan design, and employee enrollment -- brokers make the introduction, maintain the relationship, and earn commission on all enrolled lives with no clawback risk.

Key Takeaways

New Revenue Streams

Adding DI and LTC to your offering creates new revenue without competing with your core health, dental, and vision lines.

100% Turnkey Execution

Hollowtree handles carrier negotiations, plan design, and enrollment execution -- brokers make the introduction and maintain the relationship.

Co-Branded Experience

Co-branded enrollment microsites and communications keep your agency's brand front-and-center throughout the employee experience.

Urgent Client Demand

State LTC mandates (WA Cares, NY S1179, CA proposals) are creating urgent demand -- positioning you as the solution provider strengthens your BOR.

Transparent Compensation

Brokers earn commission on all enrolled lives with no clawback risk from our enrollment activities.

Frequently Asked Questions

Will Hollowtree compete for my core health and dental lines?

No. Hollowtree exclusively handles Disability Insurance and Long-Term Care. We will never compete for health, dental, or vision business.

How is broker compensation structured?

Brokers earn ongoing commission on all enrolled lives. Compensation is fully transparent with no clawback risk from our enrollment activities.

What does the co-branded experience look like?

We provide co-branded enrollment microsites, pitch materials, and employee communications -- all featuring your agency's branding front-and-center.

Zero Lift for Your HR Team

Hollowtree handles 100% of the implementation so your team can stay focused on what matters.

Carrier negotiations & plan design
Employee communications & enrollment
Compliance documentation & reporting

About the Presenter

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Jeffrey Szymanski

Managing Partner

Jeff Szymanski is a Managing Partner at Hollowtree, where he leverages 30 years of elite financial experience to lead Strategy & Growth. A four-time builder of the nation’s #1 mortgage team and a nine-time Wells Fargo President’s Club recipient, Jeff has a proven track record of managing $1–$3 billion in annual funding. Now focused on Group Disability and Long-Term Care, he applies his deep expertise in market leadership to help clients architect robust protection plans. Jeff is dedicated to a strategic, results-driven approach that secures the financial well-being of the professionals and organizations we serve.

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