This week, we welcome Joe Fernandez from The Benefits Expert (TBX), to the show. Joe explains how TBX creates an animated and engaging online enrollment system that goes beyond the traditional enrollment and actually helps brokers sell. TBX uses media content, decision support, and provides an interactive experience for employees to learn about benefits. The system enrolls core and then points out the opportunities to fill the inevitable gaps in the core plan with voluntary benefits that sell themselves.

Listen in to learn how TBX can be a great differentiator for brokers – often at no up-front cost. You will also learn about a new opt-out bundling approach that dramatically increases take up rates. TBX has recreated enrollment software as a tool for today’s demanding and challenging marketplace. Don’t miss this episode!

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