Focus on "moments" for client engagement

If you want to help your clients engage, put away the product and focus on curated content and micro-moments.

Helping consumers engage more easily with your services can help you maximize your efforts and your profitability. But what components do you need and how do you deliver them for best effect?

Veer Gidwaney, the co-founder and CEO at Maxwell Health, joins us this week to answer these questions and more. He has extensively studied benefits technology platforms and shares his knowledge about how we can seamlessly integrate benefits enrollment, management and other tools to redefine the way clients understand managing their health.

We open our discussion by asking Gidwaney to define “engagement.” We explore the importance of immediately being there for an employee or client that needs you. He notes that, especially in those micro-moments when clients must access their benefits, it’s crucial to understand the emotional dimension as well as the product details.