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What type of business do you represent? *

Company Name *

Name *

Email *

Phone *

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Do you currently have a Ben-Admin solution in place? *

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Number of employees

Date of open enrollment

Do you have a specific client in mind? *

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Number of employees at the client?

Do you typically offer technology solutions to your clients? *

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Number of producers at your location?

Do you offer subsidies to offset the cost of a technology platform? *

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Do you have preferred relationships with specific brokerage firms *

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WHAT ARE YOUR NEEDS?

The most important thing about a successful technology solution is a deep understanding of the client’s ecosystem.

What are your communication needs?
What payroll or HRIS system are we connecting to?
Who is the team assigned to the implementation?
What is the ideal timing?
When is open enrollment?
Who are your carriers?
How is the best way to reach your workforce?

We want to understand these important dynamics and work towards a realistic, affordable solution.

WBD Technology and services

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