The Importance of Taking Your Consultant With You

The Importance of Taking Your Consultant With You

Nick Tranguch, Chief Growth Officer | 4.8 minute read

When you’re stepping into a new role, whether at a new company or in a different industry altogether, there’s a lot to assess and prioritize. Culture, operations, staffing, compliance, technology, and, of course, employee benefits.

It’s easy to assume you’ll inherit the current benefits consultant or simply go through the motions of re-evaluating partners later. But here’s the truth: who you work with to manage employee benefits can significantly impact your success and the success of the benefits plan. That’s why taking a trusted consultant with you can be one of the most strategic decisions you make.

Continuity Amid Change

Starting a new role often means inheriting legacy systems, processes, and vendors. That can include a benefits broker relationship that no longer fits the organization’s size, goals, or workforce needs. Even if the current broker seems fine on the surface, you may soon realize they’re not providing the level of support, strategy, or insight you’re used to.

Bringing your trusted consultant with you creates continuity amid change. You already know how they work. They understand your standards. And they can hit the ground running with a proven process, helping you assess the current program, identify quick wins, and build a roadmap for improvement.

Trust Is Hard to Replace

A benefits consultant isn’t just a vendor. At least, the right one isn’t. They’re a strategic advisor, a sounding board, and an extension of your internal team. They’ve helped you navigate renewals, cost management, compliance questions, and employee concerns. That level of trust is built over time, and it’s not something you can easily replicate with a new firm. When you find a consultant who’s responsive, strategic, and truly aligned with your goals, you don’t leave that behind. You take them with you.

Immediate Impact, Long-Term Value

Continuing to work with a consultant who already understands your leadership style and strategic priorities means you’re not starting from scratch. They can:

  • Quickly assess the current benefits program for gaps and inefficiencies
  • Support internal teams who may be under-resourced or overburdened
  • Improve communication with employees from day one
  • Introduce proven solutions based on what has worked for you in the past
  • Build credibility with your new team through early wins and clear improvements

This early momentum builds internal confidence and gives you more room to focus on broader organizational goals.

Your Reputation Follows You and So Should Your Consultant

One of the reasons leaders bring their consultants with them is simple: your success is often a reflection of the team around you. When you’ve built a trusted relationship with a benefits partner who consistently delivers results, it only makes sense to bring that advantage into your next role.

And it’s not just about convenience,  it’s about protecting your time, your reputation, and your people. You’ve worked hard to find a partner that aligns with your standards and expectations. That relationship becomes part of your leadership toolkit.

Make Benefits an Asset, Not an Obstacle

Too often, benefits programs are seen as a necessary but frustrating part of the business. The right consultant changes that. They turn benefits into a competitive advantage, one that supports employee wellbeing, strengthens culture, and drives organizational performance.

At BSI, we’ve had the privilege of being that trusted partner for many clients, and we’ve been proud to follow them as they take on new roles, new challenges, and bigger responsibilities. They know the value of working with a team that delivers not just plans, but peace of mind.