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BEN101: Considerations and Best Practices for Large Agencies

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What factors are at play for large agencies when it comes to BP? What are some general considerations and best practices? Get ready for some small group discussions on large agency considerations including integration with other projects like Sagitta and ImageRight, state and regional differences, national conventions, training and much more! Deciding whether you should join the Large Agency session or Small Agency is up to you, there's no strict definition. Do YOU consider yourself a large or small agency when it comes to EB business? Some considerations to help you decide include; Does your agency have their own training department, IT department, operations team, etc? Is your agency national, with multiple offices in different states/regions? Do you acquire other agencies? If you answered yes to these questions, chances are that you're a larger agency. If you answered no, chances are that you're a smaller agency.


  • Victoria Jackson

    Regional Employee Benefits Contracting & Systems Administrator | Marsh & McLennan Agency

  • Chris Walters

    National Employee Benefits Trainer Team Lead | USI

  • Scott Schulz

    Manager BenefitPoint Training and Implementation | Hilb Group

  • Julianna Makuch

    BenefitPoint Product Support Analyst/Trainer | AssuredPartners

June 16, 2020
Tue 1:45 PM CDT

Duration 1H 0M

This live web event has ended.

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