Heads Up Adviser

How TO Handle A Self-Funded Renewal

Episode Summary

What is the process behind the successful transition from one year to the next, and what are the possible scenarios you could face with the employer?

Episode Notes

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When renewal season comes around, most employers are seeking the same thing – 💰cost savings. 💰

It's also that wonderful time of the year when your competitors start actively approaching your existing customers, putting you and your agency at risk during the renewal meeting.

What is the process behind the successful transition from one year to the next, and what are the possible scenarios you could face with the employer? 

Join John Sbrocco and Craig Lack for this week's episode of the Heads Up Adviser Show: "How To Handle A Self-Funded Renewal." 


CLICK HERE TO DOWNLOAD VIRTUE HEALTH CASE STUDY - 120-EMPLOYEE FAMILY-OWNED COMPANY. 
120 Employee Family Owned Company with 2 different plans had just got a 29% renewal rate from the fully insured carrier when they first reached out to our group. Employees – most of whom were living paycheck to paycheck – could no longer afford the overpriced and complicated healthcare plan. READ MORE >> 

 

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