How can you partner with benefitRFP™?

We allow a producer to work with us on any level that is desired. We can be right there with you at the point of sale or you can choose to simply use our tools in order to increase your sales results. By giving you options and the right tools, such as the benefitMATRIX™ and sophisticated yet simple financial models, as well as a single point of contact to the best providers in the Executive Benefit market, we are keen to become your partner in the business.

What is the “benefitMATRIX™?”

Our trademarked industry-specific software helps us match your benefits needs with appropriate plans that are presently available. Using the benefitMATRIX™, we can systematically determine which NQEB strategies and administrative firms will deliver the best-matched results for specific managerial targets. We can quickly peruse the available options, contrasting and comparing numerous offerings and distinctions.

How does the benefitMATRIX™ work?

After thoroughly determining your benefit program needs and wants, the benefitMATRIX™ is used to instantly correlate thousands of features among dozens of available plans, helping our experts to identify the best ones for your company. We are able to rank plans using a point system of weighted values, indicating the most beneficial selections, based on your unique requirements. The benefitMATRIX™ allows a client to make an informed decision based on objective data, which allows us to make an independant recommendation.

How do Financial Professionals offer a turn-key solution on a consultative approach to their Corporate Clients?
 

Current Environment and Challenges

• Due to perceived complexities, most producers opt to avoid the conversation completely even though they may have a viable opportunity.
• Product vs. plan sale
• Producers forfeit too much control and compensation to another producer group.
• Solutions are not turn-key.
• Producer is tied into ongoing plan service.
• Corporate financial models are often incomplete.
• Tax cost to company could be immense in an improperly designed plan.
• Clients often do not understand the relationship between plan assets and liabilities.

benefitRFP™ Solution

• benefitRFP™ offers producers and clients a menu of turn-key solutions and products to fit each individual need.
• benefitRFP™ provides superior plan expertise to help the producer implement more plans.
• benefitRFP™ utilizes advanced financial models vs. investment or insurance ledgers to improve a corporation's bottom line
• benefitRFP™ offers competitive analysis of product options based on client profile.
• benefitRFP™ offers competitive analysis of administrative needs and services provided to ensure the best administrative cost to service ratios.
• Producer remains the primary relationship contact for the client, while service is provided by benefitRFP.

Click on the Get Started button in order to contact us with your prospect or contact us to get more information on how we can help you succeed.