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Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
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A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
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Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
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A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
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Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
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A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
December 12, 2002 at 07:00 PM
NU Online News Service, Dec. 12, 1:23 p.m. – Oxford Health Plans Inc., Trumbull, Conn., says it is using technology from Connecture Inc., Atlanta, to set up a Web-based system for renewing small group accounts.
The new “IDEA” system will provide brokers with a list of small group renewals 60 days prior to renewal dates. Brokers then can log onto Oxford’s Web site and review their clients’ current rates and plan designs, along with the renewal rates.
The IDEA system will also help brokers track the progress of each group’s applicants, Oxford says.
Oxford reports that more than 3,000 brokers are already using its Web site to track commissions and make billing inquiries.
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