Brokers - Are you Interested in Winning new Business?
You will with our Compliance Risk Assessment Tool
How Does it Work?
The tool 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.
Personally customized for your brand.
Your logo and personal contact information will be included so you have a personalized report. Now you have an opportunity to schedule a meeting with your prospect or client to review the professional report and provide immediate solutions.