All Sessions | Increasing Profitability


11:20 - 12:30 John OllisMaureen Liberati


A Roadmap For Improving Operational Efficiencies and Boosting Profitability


John Ollis
VP, Sales & Marketing, IBX

Maureen Liberati
Independent Consultant, CBP


Session Description

Do you make money in the small case market? Most benefits brokers don’t make a profit in this market or are marginally profitable because they don’t properly leverage technology or employ best practices. Many brokers don’t have a standardized systemic process that they repetitively follow. The speakers will share insights gained from numerous consulting assignments analyzing the operational efficiencies of account management teams and will also address how to more profitably handle the mid-to-large case market. This session will show you the money.


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