Benefits Super Qualify Score Sheet
The Benefits Super Qualify Score Sheet is used to determine if a prospect is qualified to spend time and resources on.
Open Enrollment Employee Surveys
Open Enrollment Employee Surveys will help a benefits Producer get great feedback from the client on how enrollment was executed.
Open Enrollment Strategy Workbook
The Open Enrollment Strategy Workbook will help a benefits Producer craft the right strategy for an open enrollment.
Self-Funding Transition Checklist
This checklist will assist you in transferring a client from a fully-insured to self-funding arrangement. Download this tool and customize to your firm for a seamless process for your client and team.