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Thursday, December 4, 2014

1:45 p.m. -

BROKER CASE STUDY: STEP-BY-STEP APPROACH TO WORKING WITH YOUR CLIENT

Joseph A. Bucci Jr., CPA, CIC, Strategic Benefits Consultant, GBAC, INC.

This session will cover the consultative process that brokers and consultants must undertake to properly engage their clients.  From planning to implementation to post-enrollment follow-up, the advent of private exchanges has changed the enrollment process for group benefits.  This session will also review a case study of a recent private exchange on-boarding and share the results of employee consumerism.

  • Private Exchanges....where do we start?
  • Many vendors in the market - which is the right choice?
  • How to incorporate them as an effective consultative tool
  • Key factors to consider
  • Market Challenges
  • Case Study

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