Date & Time
Wednesday, April 29, 2026, 10:15 AM - 11:00 AM
Name
Leveraging Pharmacy: How Leading Advisors WIN and RETAIN More Business
Description
Leading benefit advisors will offer their for expertise on winning new business and retaining existing business through pharmacy benefit strategies. This session will provide attendees with tips for creating more time to sell and/or service clients; discuss ways to get paid for prospecting efforts through risk-based arrangements; and share case studies that show how ongoing pharmacy data/contract monitoring delivers value to existing clients and makes advisors look like heroes.
Speakers
Trevor Daer, President & Founder - Granite Peak Analytics
Diana Miller, Benefits Advisor - Conner Insurance
Erika Ensign, Managing Partner - Affinity Impact Partners
Diana Miller, Benefits Advisor - Conner Insurance
Erika Ensign, Managing Partner - Affinity Impact Partners
Location Name
S103A