During the month of March, we ran an online survey where we asked our Advisors to let us know how we’re doing and how we can better serve you. We asked questions surrounding our service levels, what is most important to your clients and what new sales tools would be helpful. Thank you to everyone who participated and congratulations to Arie Korteweg who was the winner of the $200 Best Buy gift card.
- 97% of respondents are currently selling HSAs!
- Most Requested Sales Tool: Client Case Studies
- What would you like to see added to our Proposals? Savings Analysis
- Service levels for clients was rated as the most important factor when selling Benecaid solutions
- 82% of respondents have taken advantage of our Sales Support
- You said that Benecaid was best known for being easy to work with
Our contest is over but we’d still love to hear from you. If you’re still interested in providing your feedback, click here to complete the survey.