Date & Time
Wednesday, August 18, 2021, 9:30 AM - 10:30 AM
What No One Tells You About Being a Next Generation Benefits Agency

When agencies start down the path of self-funding, many are mesmerized by the large cost savings and the fancy cost containment strategies they can employ. However, very rarely, will agencies hear about how this impacts both your internal and external business processes and ultimately agency revenue. There is a glamorous side to these strategies, but there is also a hidden cost. We want to prepare other agencies with the ammo we wish we had when we started this journey. 

Key Takeaways: 

  • How Internal Agency Processes (Workflows) Change
  • How External Agency (Client Facing) Processes Change
  • Revenue Modeling for Agencies 
Chelsea Whalley Donovan Ryckis