Looking to boost agent recruitment and retention? TotalBrokerage has you covered. By integrating all essential brokerage functions into one seamless platform, TotalBrokerage can save brokers up to *24 hours per month* on administrative tasks. This means more time to focus on what truly matters—recruiting top talent and keeping your best agents happy. Our comprehensive solution not only attracts agents who value efficiency but also ensures they stay committed for the long haul. Request a demo to experience the platform in action ⬇️ https://hubs.li/Q02Lg4D60 #RealEstateTech #AgentRetention #BrokerageSuccess
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✨ The Re:Source Paraplanning Fact Files /2 ✨ Here’s the second in our series of facts and figures about Re:Source Paraplanning so you can get to know us a little better… One of several things that separate us from other paraplanning firms is our flexible pricing model and guaranteed capacity 👇 We predominantly work on a retainer model whereby St. James’s Place Partners can reserve a certain number of hours per month based on their requirements and there is some flexibility to roll over some of those hours into the following month if they haven’t been used ✅ With guaranteed capacity, there is no need to worry about those urgent cases being written in time, or being pushed to the back of a long pipeline queue! For additional flexibility, we also offer a fixed fee case-by-case offering for Partners who only require support on an adhoc basis. #Paraplanning #ResourceFactFiles #Outsourcing
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VP Comercial | Consultoría| Estrategia| Riesgos| Seguros| Comercial| Ventas| Beneficios| Manufactura| Capital Humano| Relación Clientes | Affinity | Seguros Flexibles | Marítimo| Minería| VP MarshLatinoamerica
A formal search process that leverages current market data can help plan sponsors evaluate recordkeeping candidates, and establish a relationship designed to help them succeed. Learn more about how plan sponsors could benefit from a formal vendor search process. #DefinedContribution #investment #wealth
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A formal search process that leverages current market data can help plan sponsors evaluate recordkeeping candidates, and establish a relationship designed to help them succeed. Learn more about how plan sponsors could benefit from a formal vendor search process. #DefinedContribution #investment #wealth
Value of DC recordkeeper searches
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A formal search process that leverages current market data can help plan sponsors evaluate recordkeeping candidates, and establish a relationship designed to help them succeed. Learn more about how plan sponsors could benefit from a formal vendor search process. #DefinedContribution #investment #wealth
Value of DC recordkeeper searches
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Managing many suppliers simultaneously presents a challenge and a significant time commitment. Navigating through compliance/risk regulations and onboarding new clients in a timely fashion, demands a well-structured and effective vendor management program. And that's where Bedrock comes in. At Bedrock, our automated systems play a pivotal role in efficiently handling extensive vendor data, overseeing compliance, and streamlining your onboarding processes. Implementing this is essential for ensuring both accuracy and efficiency in vendor management. Check out our website to more about Vendor database management 👉 https://bit.ly/3tlA1Le #vendordatabase #bedrock #suppliermanagemnet #efficiency #complianceregulations #automatedsystem #handlingextensive #vendordatabasemanagement #contactmanagement
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ThreeFlow will never replace the relationship between a broker and their carrier reps. It goes against why we exist — the ability for these two parties to work together directly is just too important to get things done. But the way in which brokers and carriers transact business today is decidedly stuck in the ‘90s. We all know this, but most aren’t aware that there’s a way to do things differently. Historically, the options for a broker to solve the placement problem have been to 1) do it themselves, or 2) outsource the work to a general agency. Both options have their pros and cons. 𝐃𝐨-𝐢𝐭-𝐲𝐨𝐮𝐫𝐬𝐞𝐥𝐟 𝑃𝑟𝑜𝑠: Retain control of your relationships, decisions, and knowledge of client details; leverage expertise within your brokerage 𝐶𝑜𝑛𝑠: Manual spreadsheeting, cost of time, chance of error, messy version control, stress 𝐎𝐮𝐭𝐬𝐨𝐮𝐫𝐜𝐞 𝐭𝐨 𝐚 𝐆𝐀 𝑃𝑟𝑜𝑠: Do less work, access expertise that you feel you don’t have within your brokerage 𝐶𝑜𝑛𝑠: Additional intermediary between you and your carriers, and associated cost (typically +5%), reduction in control ThreeFlow is neither of those options. We’re a 3rd tech-first way in which a brokerage can eliminate the pain associated with renewal management and RFPs without sacrificing revenue, control, or relationships with their carriers. Fun fact: we’re called ThreeFlow because we exist to enable the flow of information between all three stakeholders in benefits placements: broker and carrier in ultimate service of the employer. We’re here to enable the power of relationships, and never replace them.
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$250-$350 = Cost to quote a "single" Ancillary RFP for an insurance carrier. Imagine the pass-through savings brokers' clients could receive if there was a solution that cut the cost of doing business to a fraction of what it is today. "Centro Broker Portal will automate the exchange of data for RFP and quoting purposes through carrier API connections while providing brokers with access to real-time data for their clients and their benefit plans straight from carrier back-end systems" 😱
Exciting News Today - Centro Benefits is thrilled to announce the launch of our new Centro Broker Portal. This cutting-edge platform is designed to revolutionize how brokers manage the RFP process, streamlining operations and enhancing client service. With the Centro Broker Portal, brokers can now serve their clients more efficiently than ever before. Read more about this exciting news here: https://bit.ly/49ypDz8
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Economist | Data Analyst | Reconciliations| Senior Analyst | Insurance Operations | Cash Management Specialist
A formal search process that leverages current market data can help plan sponsors evaluate recordkeeping candidates, and establish a relationship designed to help them succeed. Learn more about how plan sponsors could benefit from a formal vendor search process. #DefinedContribution #investment #wealth
Value of DC recordkeeper searches
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In real estate, #PropertyManagers have a challenging time dealing with vendors. Handling different vendors can be confusing and cause problems like miscommunication and delays. Property managers need the right vendor management system to make things easier. This blog talks about the importance of using the right software to manage vendors in property management. #PropertyManagement #Maintenance #Trades Keep reading: https://buff.ly/42gJ4dx
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Trade smarter with ATS! Enjoy zero account opening charges, zero annual maintenance charges, and the lowest brokerage in the market. Download now and join the ATS community! . . . #ATS #ATSsharebrokers #TradeSmart #ZeroCharges #LowestBrokerage #ATS #DownloadNow
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