Download - Customizing Instructions
Customizing Instructions
1. On title slide, enter Member Firm’s name where it says “Member Name Here”
2. On “Welcome” slide, change the number of firms as needed based on new members
3. On “Branding and Co-Marketing Slide” in the Email Co-Branding paragraph, enter Member Firm’s Name where it says “Member Name Here” and enter their City and State where it says “City, ST”
4. Once the new member provides their logo, insert the logo onto the Master Slide in the bottom left corner, adjust for size
5. After customizing is complete, delete this slide
New Member OrientationMember Name Here
Presented by Christina VerbaMember Support Specialist
Benefit Advisors Network
Contents are proprietary and confidential. Copyright 2010 Benefit Advisors Network
Insert member’s logo here
Welcome
Contents are proprietary and confidential. Copyright 2010 Benefit Advisors Network
Benefit Advisors Network, the POWER of Smart Partners (®TM )
Our brand, colors, identity and logo
Sharing of best practices, tools and resources
Currently 43 firms across the United States
Competing Nationally and Communicating to Your Clients
Contents are proprietary and confidential. Copyright 2010 Benefit Advisors Network
“Why Smart Partners”Brochure, Presentation and Service Sheets
Website: www.WhySmartPartners.com
Your fellow Smart PartnersTM
Access to national resourcesCo-Branding
Branding and Co-Marketing
Contents are proprietary and confidential. Copyright 2010 Benefit Advisors Network
Logo and TaglineEmail Co-Branding
Member Name Here is the City, ST member of Benefit Advisors Network, the premier national network of independent benefit advisory & consulting companies. Through best practice sharing, market clout leveraging and shared capital resources, we deliver industry leading tools, technology and expertise for optimum results for our employee benefits customers.
Members’ Seal for business cards, etc.
Contents are proprietary and confidential. Copyright 2010 Benefit Advisors Network
Be involvedConference participation and attendance by owners
Committee participation by owner and/or key employee with at least one Committee
Peer interaction and sharing of best practices, resources and tools
Once every two years taking an active role in a BAN Meeting (presenting, panel member, etc.)
Share strategic planning with member firms
Member Obligations
Member Obligations
Contents are proprietary and confidential. Copyright 2010 Benefit Advisors Network
Strategic Planning Studies and BenchmarkingAnnual Survey
Carrier assessments and studies
Co-Brand with BAN
Active participation, commitment and integration of BAN Core Services & Preferred ServicesFirst look/opportunity to participate with BAN Preferred Services, including Alliance Partners
Sharing the Wisdom of SmartPartnersTM
Accessing the Strategies of SmartPartnersTM
Attaining the Efficiency of SmartPartnersTM
Tapping the Expertise of SmartPartnersTM
These provide the strength to help shareholders of privately held Employee Benefits brokerage firms improve profitability and performance.
The Four Dynamics That Drive The Power of SmartPartnersTM
Contents are proprietary and confidential. Copyright 2010 Benefit Advisors Network
Contents are proprietary and confidential. Copyright 2010 Benefit Advisors Network
Educational ConferencesSemi-annual gathering of Smart Partners™
Topic have included:Owner’s strategic reportCompliance reportTargeted breakout sessionsUpdates on BAN’s “virtual office”
Our Next ConferenceAugust 7-9, 2011 in Chicago
Sharing the Wisdom of SmartPartnersTM
Contents are proprietary and confidential. Copyright 2010 Benefit Advisors Network
Executive Sales TrainingWorkshops will empower producers to share greater sales and revenue growth through sales and marketing concepts that can win and retain clients.
Attendees learn great new ways of increasing revenue for themselves and their agencies, and leave with the ability to train others within your agencies to maximize profits.
Typically held in April
Sharing the Wisdom of SmartPartnersTM
Best practices learning & sharing of knowledge and intellectual capital – 3 Types of Groups
Ongoing committees – Growing BANComplianceMarketing (+ Client Communication & Education)MembershipSales Standard Consulting & Brokerage ServicesStrategic Consulting Advisory ServicesWellness & Population Health Management
Contact information for each committee can be found in the Virtual Office in Benefit Advisors Office > Committee Central
Sharing the Wisdom of SmartPartnersTM
Contents are proprietary and confidential. Copyright 2010 Benefit Advisors Network
Vertical Market Practice Groups – Growing Members
Accounting and Financial ServicesEducationHospitalLaw FirmsPhysicians and MedicalPublic Sector
Contact information for each committee can be found in the Virtual Office in Benefit Advisors Office > Member Firm Development > Practice Groups
Sharing the Wisdom of SmartPartnersTM
Contents are proprietary and confidential. Copyright 2010 Benefit Advisors Network
Peer Groups – Growing IndividualsAccount Executives & Managers (50-300)Account Executives & Managers (300+)AssociationsData Analytics and Client ReportingGen4Group Sales (100+)OperationsProposal People
These groups are more informal and determine their own meeting schedule as well as their focus
Sharing the Wisdom of SmartPartnersTM
Contents are proprietary and confidential. Copyright 2010 Benefit Advisors Network
Virtual OfficeYour Communication and Resource Hub
Compliance Services
Strategic Planning Workbook
Marketing Manual
Sharing the Wisdom of SmartPartnersTM
Contents are proprietary and confidential. Copyright 2010 Benefit Advisors Network
Sharing the Wisdom of SmartPartnersTM
Accessing the Strategies of SmartPartnersTM
Attaining the Efficiency of SmartPartnersTM
Tapping the Expertise of SmartPartnersTM
These provide the strength to help shareholders of privately held Employee Benefits brokerage firms improve profitability and performance.
The Four Dynamics That Drive The Power of SmartPartnersTM
Contents are proprietary and confidential. Copyright 2010 Benefit Advisors Network
Accessing the Strategies of SmartPartnersTM
Sharing of proven growth strategies
Strategic Consulting & Advisory services
Standard Consulting & Brokerage services
One day of complimentary strategic/business planning
SWOT Analysis & Direction StatementCompensation & equity plansOrganizational StructureSuccession planning“Best Practices” analysis
Contents are proprietary and confidential. Copyright 2010 Benefit Advisors Network
Accessing the Strategies of SmartPartnersTM
Strategic planning resourcesRob Lieblein provides on-site strategic planning for new members, annual strategic benchmarking of BAN members against others in the benefits industry, annual “State of the Industry Address.”
Defining organizational structure
Compensation (motivator, ownership, performance incentives)
Perpetuity planning—assure the member firm survives the passing of the torch
Contents are proprietary and confidential. Copyright 2010 Benefit Advisors Network
Sharing the Wisdom of SmartPartnersTM
Accessing the Strategies of SmartPartnersTM
Attaining the Efficiency of SmartPartnersTM
Tapping the Expertise of SmartPartnersTM
These provide the strength to help shareholders of privately held Employee Benefits brokerage firms improve profitability and performance.
The Four Dynamics That Drive The Power of SmartPartnersTM
Contents are proprietary and confidential. Copyright 2010 Benefit Advisors Network
CORE services
PREFERRED services
Attaining the Efficiency of SmartPartnersTM
Contents are proprietary and confidential. Copyright 2010 Benefit Advisors Network
Attaining the Efficiency of SmartPartnersTM
Core ServicesBAN Medical Director
BAN Compliance Director, Peter Marathas, Esq.
BAN Pharmacy Director, Armand Dilanchian, R.Ph.
Strategic Planning Specialist, Rob Lieblein of Hales & Company
Alliance Partnership Program
Monthly webinar series
Virtual Office and Smart Partner® resources, tools and venues.
Contents are proprietary and confidential. Copyright 2010 Benefit Advisors Network
Monthly webinar series for BAN members and their clients. This service has been valued at $295 per participant
Live webinars
Recordings to send later to prospects
SmartCallsMember training webinars on tools, resources and vendors
Attaining the Efficiency of SmartPartnersTM
Contents are proprietary and confidential. Copyright 2010 Benefit Advisors Network
Smart Connections GuideVirtual Office:
Smart Talk Dialogue ForumsShared LibraryPartners Best ToolsResources, Vendors, Alliance Partners
Who Will Be Your Firm’s Administrator?
Attaining the Efficiency of SmartPartnersTM
Contents are proprietary and confidential. Copyright 2010 Benefit Advisors Network
Attaining the Efficiency of SmartPartnersTM
Preferred ServicesA.D.A.M / Benergy
BAN compliance program
BAN E & O Program (Seitlin Benefits)
BAN wellness program
CPI-HR (Payroll, Benefits Admin, HR services)
Gen4 Agency Management System
Genesys Teleconferencing
Health Advocate
Midland Health
OptumHealth (Ingenix)
Plan Analysts (LifeLock)
Verisk Health (Formerly D2 Hawkeye)
WellCall
Weiss PR & Associates
World Synergy
Contents are proprietary and confidential. Copyright 2010 Benefit Advisors Network
Alliance Partnership ProgramPreferred Carriers
Platform Agencies
Preferred Vendors
Attaining the Efficiency of SmartPartnersTM
Contents are proprietary and confidential. Copyright 2010 Benefit Advisors Network
Attaining the Efficiency of SmartPartnersTM
Alliance Partners – Carriers
Leverage with select, national carriers for better product differentiation and carrier services, underwriting concessions, co-op marketing dollars, technology tools, and specific actuarial and underwriting tools
Global Benefits Associates (International)Lincoln Financial GroupPrincipal FinancialSunLifeUnum
Contents are proprietary and confidential. Copyright 2010 Benefit Advisors Network
Attaining the Efficiency of SmartPartnersTM
Alliance Partners – Platform AgenciesCPI-HR (Payroll, Benefits Admin, HR Services)
Brian Meharry, President [email protected](440) 542-7800
Plan Analysts (LifeLock)Larry [email protected](904) 354-8989
Progressive Benefit Solutions (Smart Actuary)Rick [email protected](919) 781-4004
Seitlin Benefits (E & O Program)
Contents are proprietary and confidential. Copyright 2010 Benefit Advisors Network
Attaining the Efficiency of SmartPartnersTM
Alliance Partners – Preferred VendorsA.D.A.M. / Benergy
Michael Weiskirch, VP, National [email protected] (847) 236-1932
Communication PartnersDavid [email protected] (541) 323-1204
Crowson Stone PrintingJohn deLoach, [email protected] (803) 783-8770
Gen4Joshua [email protected] (800) 689-9390 ext. 4006
Contents are proprietary and confidential. Copyright 2010 Benefit Advisors Network
Genesys ConferencingSteve Bouck, Account [email protected] (480) 767-7660
Global Benefit Associates (GBA)Rudolf von [email protected](650) 875-6862
Health AdvocateRich Prall, Director of Producer [email protected](610) 397-7802
HR360Lillian Shapiro, President [email protected](203) 977-8100 ext. 115
Attaining the Efficiency of SmartPartnersTM
Alliance Partners – Preferred Vendors (cont.)Integrated Benefits Institute
Thomas Parry, Ph. D., [email protected](415) 222-7282
OptumHealth (Ingenix)Brian [email protected](513) 583-0710
Midland HealthJo A. Steinberg, [email protected](262) 754-3130 x 223
Verisk Health (D2Hawkeye)Joseph Alberta, Vice President, [email protected](781) 693-2926
Contents are proprietary and confidential. Copyright 2010 Benefit Advisors Network
Web Benefits DesignSteve [email protected](877) 785-9360
Weiss PR AssociatesRay [email protected](443) 451-7144
Well Call, Inc.Mark Rodrigues, SVP Business [email protected](415) 551-1301
World SynergyGlenn [email protected](440) 349-4940
Sharing the Wisdom of SmartPartnersTM
Accessing the Strategies of SmartPartnersTM
Attaining the Efficiency of SmartPartnersTM
Tapping the Expertise of SmartPartnersTM
These provide the strength to help shareholders of privately held Employee Benefits brokerage firms improve profitability and performance.
The Four Dynamics That Drive The Power of SmartPartnersTM
Contents are proprietary and confidential. Copyright 2010 Benefit Advisors Network
Access to proprietary resources
Medical Director
Pharmacy Director
Compliance Director
Tapping the Expertise of SmartPartnersTM
Contents are proprietary and confidential. Copyright 2010 Benefit Advisors Network
Tapping the Expertise of SmartPartnersTM
BAN Pharmacy Director, Armand Dilanchian, R.Ph.
Specializing in analysis of Rx claims and forecasting industry trends.President, Integrated Health Concepts, LLC
580 Sawgrass Corporate Pkwy., Suite 130, Sunrise, FL [email protected]: (954) 315-4728
Contents are proprietary and confidential. Copyright 2010 Benefit Advisors Network
Tapping the Expertise of SmartPartnersTM
Strategic Planning Specialist, Robert J. Lieblein
Providing on-site strategic planning for new members. Annual strategic benchmarking of BAN members against others in the benefits industry. Annual “State of the Industry Address.”Managing Principal, Hales & Company
2040 Linglestown Road, Suite 100, Harrisburg, PA [email protected] # 717-541-9300 x 101
Contents are proprietary and confidential. Copyright 2010 Benefit Advisors Network
Tapping the Expertise of SmartPartnersTM
BAN Compliance Director, Peter Marathas, Esq.
ERISA attorney specializing in employment law. Compliance services also provided by Stacy Barrow, Esq.Partner, Proskauer Rose
One International Place, Boston, MA [email protected]: (617) 526-9704Mobile: (617) 526-9704
Contents are proprietary and confidential. Copyright 2010 Benefit Advisors Network
Tapping the Expertise of SmartPartnersTM
Compliance ServicesBenefits legal counsel
Monthly educational Webinars
Library of documents
HIPAA, ERISA, COBRA, IRS, FMLA consulting
Agency manuals (i.e. HIPAA training for agency staff)
Employer contracts
Consulting services agreements
Non-disclosure agreement for use with clients
Communications
Employment agreements
Annual or Semi-annual agency orientated educational webinars
Annually updated Compliance Guide
Checklist for clients facing Merger & Acquisition activities
Contents are proprietary and confidential. Copyright 2010 Benefit Advisors Network
Questions ?