Watch the Video:

Webinar: Best Q4 Ever!

© BH Web Services LLC 2019

Who wants to be buried in paperwork at the end of the year? With some strategic planning, the fourth quarter doesn’t have to be a headache. Watch the video recording as we discuss how brokers and agency support team members can have the best Q4 ever.

Strategizing the fourth quarter: 
Planning ahead for smooth renewals

Adopting a tech solution:
Forget faxing – enrollment’s online this year 

Communicating effectively:
Tips for every stage of the process

Executing a firm timeline:
How to get wrapped up by mid-December – really!

With open enrollment right around the corner, now is the time to strategize your Q4 game plan.

Webinar Series: 
Best Q4 Ever!

1. Knowing your strategy & crafting
    your message

2. Handling client conversations

3. Building better business 
    strategies for increased revenue
    and efficiency

Speaker: Craft Hayes

Craft Hayes leads the sales team at BerniePortal, the all-in-one HRIS for small and mid-sized businesses. His direct brokerage experience gives him and his team particular insight into the challenges faced by BerniePortal’s broker partners, and how BerniePortal is poised to solve them.

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In this video we'll discuss: