Winning New Business with Prospecting Tools
Date & Time
Friday, August 21, 2020, 4:50 PM - 5:40 PM
This panel discussion will examine several of the most common prospecting tools used by employee benefits professionals, and how to use information from those tools to win new clients. Topics covered will include how to profile a group of companies to discover those where you’ve got a compelling value proposition, as well as how to do your homework in advance of a meeting with a specific company. We’ll also discuss the strengths and weaknesses of 5500 data as a lead-generation tool and how to supplement traditional sources with additional information.