Tell us about you

Take a moment to answer these questions to tell us a little bit about your business, not too much, nothing crazy, so that our Business Analysts will be able to help you identify opportunities for improvement and recommend actual solutions that can be implemented immediately.

First Name

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Last Name

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Email Address

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Phone Number

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Company Name

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Number of employees

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What is your role?

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I am completely satisfied with our agency management system.

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I can honestly say that we do almost no redundant data entry because all our systems are interconnected.

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As our business has changed over the years, our existing agency management system has always been easily modified to meet our needs.

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From my mobile device, I can always quickly and easily access all the information I need from our agency management system.

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I am able to easily add my emails to the Activity History in our agency management system. It's so easy, everyone in our agency does it.

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I love how the system we use automatically creates and assigns tasks to the members of our team who handle Renewals, Implementation, RFP's, Claims Advocacy and other common processes allowing me to see a real time graphical reporting of the status of our business operations.

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Our current system allows me to create custom branded employee benefit booklets in just a few clicks without any redundant data entry, using the information we already have in our agency management system.

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Our system automatically and proactively communicates information about plan benefits, forms needed for plan administration, links to provider networks, information about value added services and more to our clients and their employees at the time of enrollment.

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I am able to create new groups in our BenAdmin system in less than 5 minutes with just a few clicks and without any redundant data entry, using the information we already have in our agency management system. And, I am always confident that when new Employees are created or Employee Elections are made in our BenAdmin system that those changes will always be reflected accurately in our agency management system.

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I am able to create Wrap Documents, POP and Cafeteria Documents, Federal Notices, and Form 5500 in just a few clicks without any redundant data entry, using the information we already have in our agency management system.

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We have a secure place to track usernames and passwords securely so that when the information is updated our entire team has the accurate login credentials.

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What is your desired timeline for a new agency management system?

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Your entirely outsourced HR you can trust.

Tell us about you