In a world where the marketplace is pushing employee benefit brokers away from commissions and toward consulting fees, it has never been more important than now to be able to show your clients exactly what it is that you are doing for them. Like it or not, employers are now beginning to look at employee benefit brokers more like attorneys and other consultants than ever before.
Think about if you hired a consultant, and you were paying them a fee. From time to time would it be important for you to know what work they are doing for you, so that you can determine what you are paying for? Of course – and your clients are thinking the same way. By having set expectations shown to your clients via your branded portal, they will know everything you do on their behalf and begin to appreciate your work.
There is also another HUGE BENEFIT. If you continue keeping your clients looking forward, then they are much less likely to go look for someone to replace you!
The Client Stewardship Calendar Module Will Be Available In October, 2015.