With the dust of open enrollment season finally beginning to settle, brokers should begin taking stock of 2016. Many will look back on a mix of outcomes — enrollments that they considered successful and others they probably wish could be "do-overs." Most will use participation results as the basis for measuring their success — and rightfully so.
While that's a great starting point, it can be just as important to gauge what did and did not work, particularly from a systems'capability perspective. Were you able to strike the right balance between client needs and the capabilities of the systems that were used, or were there unanticipated challenges behind the scenes?
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