While many sectors of the insurance industry have embraced advanced connectivity and automation, many benefits advisors still rely on disparate systems or multiple Excel spreadsheets in local and shared drives, separate from the agency’s management system. This leads to duplicative data entry, the need to search across various platforms for single data points, reduced productivity, and increased risk of errors, compliance issues, and security challenges.
We know that improving operational efficiency and retaining existing customers is top of mind for agencies that do employee benefits work. These are two of the most crucial pieces in driving growth. Connecting a digital roundtrip of benefits allows agencies to accomplish both of these things.
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