November 11, 2016

 

 

In This Issue
A Message from NAHU Executive Vice President and CEO Janet Trautwein on the Results of the Election
Janet Trautwein to Review Impact of Donald Trump’s Election on December 1 in “Live from NAHU!” Webinar
Listen to our Election Results Podcast Discussion with NAHU’s Federal Lobbyists
Single-Payer Prospects Diminish Following Election
Join Us in Washington, D.C., Next February for our 27th Annual Capitol Conference
Miss Yesterday’s Webinar on Employer Reporting? Watch it Now!
The ShiftShapers Podcast with David Saltzman
HUPAC Roundup
What We’re Reading
Tools
E-mail the Editor
Visit the NAHU Website
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The ShiftShapers Podcast with David Saltzman

Creating Operational Efficiencies with Technology

This week on The ShiftShapers Podcast, Paul Gable, president of IBX, lends his expertise on technology tools in the benefits industry to the discussion. Benefits advisors are being challenged to meet the demand of delivering a higher quality of service with more efficiency to remain profitable. Paul highlights the affordable resources available to help small and mid-sized agencies recapture efficiencies in their businesses and thus save money.

Paul points out that most agencies waste time with inefficient processes. Two-thirds of an advisor’s time is routinely consumed with non-client facing or back-office administrative duties. When these processes are restructured, advisors can spend more time with clients.

The cost of basic customer relationship management tools available can be financed in a variety of ways that make them affordable for a wide range of agencies – regardless of size. Paul highlights how advisors can best take advantage of the off-the-shelf products available and what you need to know to evaluate potential vendors.

Sponsored by Captivated Health

To listen to this podcast, explore past episodes or register for special events and content, go to www.shiftshapersonline.com. You can also subscribe at iTunes to automatically receive all of the amazing upcoming episodes.

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