The compliance risk assessment tool will tell you what compliance risks are associated with the prospect and how to best address them. This is an excellent way for brokers to show their prospects their “at-risk” score for an audit by the DOL or IRS.
Benefits Compliance Risk Assessment Tool
Interested in attracting new business and identifying more likely to convert prospects? We offer a tool that allows your prospects to answer benefit compliance assessment questions for potential buyers.
Upon evaluation, the system assigns a risk score and provides needed actions for the client to comply within minutes. However, when you’re looking to get in the door with a new prospect, knowing which compliance regulations they are familiar with and what you need to do to get started can be challenging.
This is an excellent 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!