Expert panel reveals benefits performance breakthrough for the small to middle market (on-demand webinar)
Mathew Augustine, GPHR, REBC, CEO of Workforce Junction LLC
Expert panel to reveal new, COVID and future-proof selling solution for benefit advisors
You know paper-based and self-build open enrollment accounts waste too much of your time.
Juan’s dreams come true. He now has everything he needs – and a team to back him up – for attracting, onboarding and retaining bigger, better clients.
Despite torrents of trepidation, Ray convinces the Mellon’s Place team to try a One-Client Test Drive. The tension is palpable, the sparks fly, and after blinking their eyes a couple of times, they emerge on the other side of a complex OE as heroes.
A new way of ensuring customers actual achieve their goals is rapidly gaining popularity among large enterprises. It’s called Customer Success and savvy companies are using it to retain customers longer and maximize per-customer profit.
Cybil hears about an entirely different approach to ben admin. Her investigation and introduction to Ray lead to an unexpected surprise for the entire team.
Picking up the pieces and moving on. “There’s gotta be a better way to bring tech to our clients!” Walter implores the benefit gods.
The team at Mellon and Associates tries to figure out why they can’t seem to get online enrollment technology to work for them. How did we get here? What made us do it? What did we miss? What did we do wrong?
Reader discretion advised. The resulting train wreck is chilling. Is there a silver lining? Find out next episode.