Redefine BOR

Now that we have officially entered into Q4 and the busiest time of year for the benefits world, the opportunities for what can be accomplished are unlimited. Are you ready for your biggest year yet? You can do it by obtaining new accounts, cross selling additional products and services, and offering services that you haven't before.
Let’s dig into some examples:

  • Fee based consulting
    Have you implemented the fee-based pricing model that allows you to articulate the real value you're delivering to your clients? Transforming from a commission based model to a fee based model is easier than it appears once you have the tools and resources to deliver your story.
  • Voluntary Benefits
    How many of your current clients are offering voluntary benefits? How many of them are effectively communicating the need and driving participation to these plans?
  • Sales & Marketing Content
    Thought leadership, powerful insights and engaging content are tools that can help you open doors and ask provocative questions to your clients. Do you have the right tools to map out your client's strategies?

Actually differentiating your agency in the marketplace isn't easy without partners who know the landscape.

If you're tired of multi-year contracts that you can't get out of, and want to work with a partner who understands your business and how to drive tremendous growth, email me to schedule a demo.

Don’t miss this opportunity.

 Happy selling,

 Chad P. Schneider

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