From Bottleneck to Buy In: How Brokers Can Reduce HR and Finance Back and Forth скачать в хорошем качестве

From Bottleneck to Buy In: How Brokers Can Reduce HR and Finance Back and Forth

Q4 renewals feel chaotic for a reason. Endless back-and-forth with HR and finance, spreadsheet rebuilds, and last-minute plan changes slow everything down. In this Plansight webinar, Adam Smith, Steve Overton, and Whitney Williamson break down how brokers can move from renewal bottlenecks to real-time buy-in. Whitney shares how she managed 178 accounts with 98% retention by modeling contribution and plan changes live in Plansight, eliminating spreadsheets and cutting days out of the renewal process. In this webinar, we break down: 🔹 The Real Renewal Bottleneck: Why information transfer and spreadsheets delay decisions 🔹 Live Modeling in Action: How real-time scenarios reduce HR and finance back-and-forth 🔹 Scaling Without Burnout: How 178 accounts were managed without sacrificing retention 🔹 Transparency That Builds Trust: Why showing the work changes hard renewal conversations 🔹 Faster Decisions in Q4: How cutting 5 to 7 days transforms renewal season 🎧 If you are a broker looking to shorten renewal cycles, reduce Q4 stress, and drive faster client decisions, this webinar is a must-watch. 👉 Learn more and schedule a discovery call: https://plansight.com/demo #EmployeeBenefits #InsuranceBrokers #BrokerGrowth #InsurTech #AIinInsurance #Plansight #BenefitsTechnology