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Implementing Multiple HR Resources
Over the last decade, technology has forced many changes in the landscape of benefits administration. Moreover, even the technology itself continues to evolve. With so many different tools and resources to offer clients, agents often wonder how best to implement them without having to distribute stacks of pamphlets or a long list of links and passcodes.
Many brokers already offer a collaboration of resources through client websites. But surprisingly, there are those that shy away from the idea under the general misconception that client websites fall under the "bells and whistles" category, rather than utilizing it as a practical, functional medium.
Client websites like this one can be used as a portal to house references, documentation, and many other materials administrators find helpful in day to day operations. These simple sites not only act as an online resource library to promote self service, but can be used as a sales extension for the broker. Offering demos, news, and access to information about new or additional products and tools can create tremendous cross-selling opportunities.
Optimizing these sites for service as well as sales adds more value to the client relationship. Your groups want to know that they are being offered the latest and greatest tools and resources available. Generate interest in new products and services by adding a new dimension to your client websites. Post videos, flyers, demos, and more from our exclusive marketing section.
To learn more about maximizing your client websites, contact our Marketing Department for more information.
Upgrades and Updates
Instant Enroll - The carrier forms list now has indicators which allows you to quickly determine the signature status of each form. When setting up employers, a new icon will appear to the left of the carrier names. One of three possible icons will be displayed, indicating that a form: 1. must be signed with a wet signature, 2. has been carrier approved for electronic signature, or 3. has been enabled for electronic signature, but not yet carrier approved. Instructions have been added to the screen for clarification.
For questions about these upgrades, please contact our Customer Service department at 1-800-240-2104 ext 3.
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TELL US WHAT YOU THINK!
Give us your comments and suggestions on current
and future upgrades. Click
on the link below to access the Feedback Form:
You can also take a moment to answer some questions
in our Technology Survey to let us know what
you think about our current upgrades!
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