From Bottleneck to Buy In: How Brokers Can Reduce HR and Finance Back and Forth

Описание: Q4 renewals feel chaotic for a reason. Endless back-and-forth with HR and finance, spreadsheet rebuilds, and last-minute plan changes slow everything down.

In this Plansight webinar, Adam Smith, Steve Overton, and Whitney Williamson break down how brokers can move from renewal bottlenecks to real-time buy-in. Whitney shares how she managed 178 accounts with 98% retention by modeling contribution and plan changes live in Plansight, eliminating spreadsheets and cutting days out of the renewal process.
In this webinar, we break down:

🔹 The Real Renewal Bottleneck: Why information transfer and spreadsheets delay decisions
🔹 Live Modeling in Action: How real-time scenarios reduce HR and finance back-and-forth
🔹 Scaling Without Burnout: How 178 accounts were managed without sacrificing retention
🔹 Transparency That Builds Trust: Why showing the work changes hard renewal conversations
🔹 Faster Decisions in Q4: How cutting 5 to 7 days transforms renewal season

🎧 If you are a broker looking to shorten renewal cycles, reduce Q4 stress, and drive faster client decisions, this webinar is a must-watch.

👉 Learn more and schedule a discovery call: https://plansight.com/demo

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