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10:55 - 11:40 David SmithJessica Watts


Leading With Compliance To Grow Your Business & Improve Profitability


David Smith
VP, Ebenconcepts

Jessica Watts
VP, Compliance Consultant, Frost Insurance


Session Description

Participants will hear from agencies and consulting firms who have successfully grown their client base and total revenue by leading with welfare (non-retirement) benefit compliance. The speakers will discuss how they have marketed their services, strengthened their position vs. competitors and provided more value to their clients, making the transition to fee-based revenue easier. This session will also highlight how “leading with compliance” helps with all-sized employers and not just the large groups.


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