By combining our assessment web-tool with our benefits staff training programs, you can be sure to cover all the bases.

1. How can I assess an employer’s gaps in compliance?
2. How do I make sure things are kept up to date going forward?
3. How do I train  my staff to deliver the assessment effectively?
4. What remediation solutions am I prepared to offer?



Download a free white paper
‘Strategies for Conducting a Compliance Assessment.’

Benefits Staff Training Catalog

1. Conducting a Compliance Assessment

Our consultants will spend a half-day with your staff ensuring they are comfortable with the content of the tool.  Your staff will be able to confidently work through it with a client at an annual meeting, on a phone call, or any other touch-point. We will also discuss strategies around using a compliance assessment both as a prospecting and client-retention service.

Format: Half-day webinar or on-site seminar


2. Compliance Boot Camp

Want to take a deep dive? This intensive training session will give your staff an opportunity to take an in depth look at the rules and regulations governing employee benefits. We discuss how your firm can help employers deal with the difficult issues they face.

Format: Full-day on-site Seminar


3. Basic Web-tool Operation

Our customer support staff will guide your staff through basic operation and highlight broker-specific functionality to help them tailor the experience for their customers.

Format: Half-hour webinar

Free with tool purchase**

*On-site seminars also incur travel expenses
**1 free operational webinar is included with license purchase. Additional operational training is available for $750 per webinar.