What’s in the e-book? 

More brokers are using tech tools to maximize agency value than ever before. According to the 2017 Broker Benchmarking Survey conducted by BerniePortal, 70 percent of respondents are using a software tool to assist in benefits administration and agency management, and more than half of brokers surveyed said they planned to offer one system to clients as part of the agency's value proposition.

But how do you know if this is the right year to bring your agency online?

In this e-book we'll cover:
1. The benefits of adopting a benefits       administration & HR 
platform.

2. The timeline for adopting a new
     platform.

3. A brief overview of the buying
    process.


Download e-book

DOWNLOAD E-BOOK

The benefits of going online

03

Addressing common concerns

06

How to time the move online

07

Copyright 2017 BerniePortal

Should you go online in 2018?

Full Chapter List

A guide to help brokers determine if this is the right year to bring their agency online.

How to shop software

08

 

8 Questions to ask yourself before moving online

10

 

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