Workplace Benefits Renaissance 2017 Agenda > Track: Increasing Profitability
Thursday, March 2, 2017
11:20 a.m. - 12:30 p.m.
VP, Sales & Marketing, IBX
Independent Consultant, CBP
Do you make money in the small case market? Most benefits brokers donít make a profit in this market or are marginally profitable because they donít properly leverage technology or employ best practices. Many brokers donít 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.
2:00 p.m. - 2:45 p.m.
Assistant Vice President, Market & Customer Insights, The Guardian Life Insurance Company of America
Regional Practice Leader, Western Division, The Guardian Life Insurance Company of America
EVP, Lockton Companies
Benefits Director, TSG Resources, Inc.
Higher out-of-pocket medical costs are taking a toll on the financial wellness of working Americans. Insufficient funds, limited access to Health Savings Accounts and a lack of education are causing many workers participating in high deductible health plans to take risks with their health by skipping doctor visits, x-rays, blood tests and even surgery. In this panel discussion, hear from industry experts about practical ways your clients can identify and close the gaps in their workersí financial foundationÖwith supplemental health insurance solutions and a revolutionized benefits enrollment experience.
2:50 p.m. - 3:35 p.m.
President, Arista Financial Group
Attendees will learn how to build and sustain their business to optimize growth and profitability. Among the issues to be explored will be: evaluating the business structure; creating a sustainable competitive advantage; organizing resources to accelerate revenue growth and increase profits; and establishing and achieving organizational goals. If you are interested in growing your firm and increasing profitability, you need to attend this session.