What’s in the e-book? 

Picking the wrong platform is incredibly frustrating and can leave brokers wary of seeking out another benefits administration platform. The value of getting your agency online still exists, but you way need to find a different vendor to help you find it. 

We put together this guide to help agencies work through the process of switching platform vendors. 

Here are the steps we recommend:

Step 1: Appraise Your Current Platform

Step 2: Evaluate Other Options

Step 3: Visualize Your New Timeline

Step 4: Take the steps to switch 

 

Download e-book

DOWNLOAD E-BOOK

Introduction

02

03

Evaluate other options

05

Take the steps to switch

09

Common questions & answers

11

Conclusion

12

Copyright 2017 BerniePortal

Bought the Wrong HR Platform?

Full Chapter List

A guide for agencies looking to switch vendors

1-844-218-0909

Visualize the new timeline

07

 

Appraise your current platform

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