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Tuesday, February 12, 2013

2:30 p.m. - 3:15 p.m.
Track: Distribution & Marketing View Track

WORKING THE SMALL CASE MARKET

Jordan Nadel, President, FALCON TECHNOLOGIES, INC.

Technology that used to only be cost-efficient for large accounts is now available to the smallest employers. Producers and enrollers can use enrollment software to deliver their employee presentations, communicate compliance approved benefits information, and capture and store employee data from policy purchases.  Features broker find valuable include:

  • Multi-Carrier enrollment software
  • Core Benefits Communications
  • Section 125 Analysis
  • Paycheck Analysis
  • Benefit statement
  • Exporting data via the internet
  • Census data import
  • Benefit Bank

Automated insurance carrier data transmission

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