Communication and consumerism tools are especially important in smaller groups that lack the resources of their larger counterparts. This presents a challenge for advisors and their clients.
Saravanan Chettiar, founder of STRIVE Benefits, joins us on this week’s episode to share his expertise on how new tools and technology help benefits advisors deliver effective services in an easily scalable way.
It’s difficult for a benefits advisor to communicate with employees on an ongoing basis because most advisors only have access to employees once or twice a year around open enrollment. This is compounded by an interesting phenomenon that occurs shortly after each and every open enrollment – regardless of client size or industry.