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Joaquin Santos
Senior Vice President Sales
Matt Reynolds
Account Executive
TECHNOLOGY: 1 6/14/18 EFFICIENCY GROW FASTER RETENTION 800 - - PDF document
TECHNOLOGY: 1 6/14/18 EFFICIENCY GROW FASTER RETENTION 800 - - PDF document
6/14/18 Matt Reynolds Account Executive Joaquin Santos Senior Vice President Sales TECHNOLOGY: 1 6/14/18 EFFICIENCY GROW FASTER RETENTION 800 BROKERS nationwide responded 2 6/14/18 1000 EMPLOYERS EMPLOYER SURVEY nationwide responded
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1000 EMPLOYERS
nationwide responded
EMPLOYER SURVEY
2016 Survey of Employers
Online access to policies, HR & compliance resources Health & Rx claims analysis Compliant plan documents Plan design benchmarking 96% % THINK IT’S IMPORTANT 93% 90% 93% 28% 46% 49% % ARE UNSATISFIED 46%
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Total comp statements Online enrollment for employees Consumerism materials Hotline for HR questions Annual stewardship report 90% % THINK IT’S IMPORTANT 87% 79% 83% 84% 51% 51% 62% % ARE UNSATISFIED 59% 55%
2016 Survey of Employers
People Compliance guidance Quote Plans Claims & Billing Assistance Negotiate Renewal Plan Comparison Coverage & Policy Expertise Application Submission
Meeting Minimum Expectations
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Ex Exceed eeding ing Expectations
Claims Analytics Compliance & Legislation Online Enrollment & HR Support Communications & Marketing Insurance Guidance
The Client Experience
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Compliance and HR EMPLOYEE BENEFITS
70% will work with a broker who can offer
compliance resources.
33% would change brokers if this need isn’t met.
Strategic Analysis EMPLOYEE BENEFITS
72% will work with a broker who can be a trusted advisor. 40% would change brokers if they are only a salesperson.
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Communication EMPLOYEE BENEFITS
75% will work with a broker who communicates regularly. 42% would change brokers who do not.
Benefits Administration EMPLOYEE BENEFITS
50% want a broker who offers a range of HR, employee
benefits, employee health and wellness services.
20% would change brokers if this need isn’t met.
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The Client Experience POWERED BY ZYWAVE Ultimate Goal
Organic Growth Referrals Account Rounding Acquisitions Recruiting younger talent Higher Retention Increased Efficiency
Agency Value
National Avg.
~90%
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