Become a strategic business consultant for your clients. Help your clients evaluate their claims, workers’ compensation losses, health plans and more by using the solutions available in the Zywave Analytics Cloud. Show every partner—not just your top clients—how invested you are in their business’s success. Highlight your agency’s analytics capabilities and deliver targeted, cost-saving advice by leveraging powerful reporting and analytical tools.
Give your clients and prospects a direct path to becoming a safer and more efficient business. Discover how ModMaster can help you to win new business by delivering a level of service that will exceed your prospect's expectations, but ease your workload by our simple upload feature for mod worksheets. Starting with the basics, you will learn how utilizing the import functionality to easily upload PDFs of NCCI Bureau Reports will allow you to quickly provide insight into a prospect's or client’s business. You will also explore how to pinpoint specific loss trends at your client's business by importing their loss runs and then leveraging the analytical reports ModMaster creates for you.
All you need is an experience rating worksheet and ModMaster and you are set to position yourself as a mod expert. This workflow will show you quick hitting mod analysis strategies for prospecting and winning.
This session will not only walk you through the basics of DMW but will clarify your client's medical and Rx cost drivers. After this session, you will be able to analyze claims drivers, utilizing reporting capabilities to provide actionable feedback during client meetings, and request projects using the Group Submission Form. This session is recommended for all users.
Session 2 builds off Session 1, bringing it all together to show your commitment as that consultative broker. After this session, you will know how to tailor your analysis using Rx reporting and strategize with the client recommendation letter. This session will wrap up with ongoing success strategies for completed projects. This training is recommended for all users.
In this introduction to Decision Master Warehouse, explore the power of data analytics as you learn how to get client data into the tool and dive deeper into reporting capabilities. Provide solutions to clients through alternative modeling; positioning yourself as the trusted advisor your clients are looking for.
Proactively arm your clients with cost-saving opportunities with Decision Master Warehouse. Pinpoint medical and prescription cost drivers and utilization trends with accurate and actionable reporting and analysis. Use benchmarked data and reports to prospect and win new business.
In this session, you will learn how to strategically begin preparing for the renewal using PlanAdvisor. After this call, you will be able to use the renewal estimator to predict renewal costs and utilize the alternative modeler to recommend plan changes. You will also explore how PlanAdvisor can be leveraged during the prospecting process.
In your second session, you will learn how to finalize the renewal and assist your client with open enrollment. Starting with the Health Plan Design Benchmark report, you will be able to see how plan designs stack up against the competition. Moving onto the negotiation phase of the renewal, utilize the renewal estimator to successfully negotiate with the carrier and help your client’s employees determine the best plan option for their health care needs with the Plan Selector tool.
In your final session, you will learn how to become a year-round consultant post-renewal. With the Single Period Management Report, you will compare employees’ claims against the normative data, and then use these results to find communication materials to help position yourself as a trusted advisor.
Stand out from your competition by becoming a true consultant and trusted advisor for your new clients with the help of PlanAdvisor. Learn solutions to pressing challenges and how to fill service gaps. Use the provided marketing packet and starting points to have an immediate impact in prospect meetings and create a strong differentiator for your agency.