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Product for : Employers & Benefits Brokers
Available in: USA United States
   
Client Community

Whether you’re keeping in touch with current clients or prospecting for new clients, establishing frequent communications is even more important in today’s competitive marketplace. That’s why hundreds of successful brokers across the U.S. use Client Community as a key component of their client retention and business building strategies.

A dedicated web portal for brokers to interact with their clients, Client Community provides a secure workspace to exchange documents, communicate news, promote services, and share extensive resources from the Bureau of National Affairs (BNA). The Client Community portal can be easily customized to reflect your firm’s branding to maintain consistency with your logo, colors, content and hyperlinks.

You’ll also gain access to a monthly broker-branded Client Community Newsletter that can be sent to clients and prospects as a powerful way to stay “top of mind.” Filled with timely articles, white papers, and surveys on health reform regulations, wellness trends, and HR best practices written by industry experts, you can send the newsletter as-is or easily add your own content.

Benefits

  • Increase communications touch points with your clients through a customizable online portal
  • Maximize visibility for your brokerage with minimal work
  • Offer a new low-cost, high-impact service to broaden your services portfolio and promote retention
  • Position your firm as trusted advisors by sharing the latest industry news and insights

 

 
   
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