Enriching intermediary sales and client partnerships with deeper customer insights
COVER and Simplyhealth recently brought together a selection of top employee benefit and healthcare insurance consultants to discuss the enhancement of sales activities through the interpretation and analysis of management information (MI) and data from providers. Areas covered include the types of information that are most useful to advisers, utilising this data to develop organisational strategies and the analysis of insights from services such as employee assistance programmes (EAPs) to best convey the value of benefits to clients. Key insights: Employee benefits consultants (...
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