The entire agency is working together like a finely tuned machine. Every client they choose to work with is engaged in a year-round adventure to make every element of the benefit program work to its maximum potential.
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.
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.
Really Big Client wants a ben admin system in the worst way… and that’s how they’re going to get it. Can the team at Mellon and Associates pull it off?