Benefits Compliance Risk Assessment Software Tool
Interested in Winning New Business and Separating Yourself from Competitors?
We offer a tool that allows you to email or insert a link for prospects where they answer benefit compliance assessment questions. Upon evaluation, the system assigns a risk score and provides needed actions for the client to be in compliance within minutes. When you’re looking to get your foot in the door with a new prospect, it can be difficult to know which compliance regulations they are familiar with and what you need to do to get started.
That’s why we created this compliance risk assessment tool that lets you answer questions about which regulations they have in place and what compliance efforts they have taken to date. It automatically generates a customized risk analysis for prospects so that you can quickly determine compliance readiness and strategy. The compliance risk assessment tool will tell you what compliance risks are associated with the prospect and how to best address them.
This is a great way for brokers to show their prospects their “at-risk” score for an audit by the DOL or IRS. Now, you have a reason to present your solution to ease their pain. Reports are branded automatically with your logo, not ours making your business stand out. You can email the report or better yet, use it for a reason to set up a follow-up appointment to get your foot back in the door.
Best of all, it’s Free!