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Monday, June 27, 2022

Benefits Strategic Planning

Become a SMART Advisor


All SMART Toolkits are offered on an annual subscription basis.  The subscription is tailored to the needs and user group of your organization.  Contact us for pricing


SMART Benefits Strategic Planning Toolkit: 

What Do I Get?
  1. SMART Prospecting Toolkit
  2. Existing Client Toolkit (6-step Strategic Planning Process)
  3. Over 60 Tools in native Microsoft Office format
  4. SMART Support to complete your first Benefits Strategic Plan
  5. Free, online training webinar
  6. Free access to the online, subscriber-only SMART discussion forum
  7. The ability to use SMART with an unlimited number of clients or prospective clients


SMART Sales Management and Recruiting Toolkit

What do I get?
  1. Recruiting Module
  2. Selection Module
  3. Hiring Module
  4. Managing Sales Performance Module
  5. Over 25 tools in native Microsoft Office format
  6. Free access to the online, subscriber-only SMART discussion forum
  7. Free, online training webinar

SMART Support

All subscribers have access to ongoing support - if and when it is necessary.   All new SMART subscribers receive a training and orientation webinar designed to acclimate a new user to the SMART toolkits.   Past this initial training webinar, we offer a variety of flexible support options to meet the needs of our users.  Once you are a SMART subscriber, help is just a click - or call - away
  1. Online user forum
  2. Telephonic and/or webinar support
  3. In-person training
Success Stories
A real-life case history of a successful effort to bring strategic benefits planning to a forward-thinking client
Part 1 in the May, 2011 edition of Employee Benefit Adviser
Part 2 in the June, 2011 edition of Employee Benefit Adviser


User Testimonial:
"When my firm was in jeopardy of losing a 1,400 life case we had for over 4 years to a "national firm" I offered benefit strategic planning services to the client.  
We not only retained the account, we introduced two new voluntary benefits.  What was even better was that I was able to meet and cultivate a relationship with the company's Chief Financial Officer for the very first time.   Thank you SMART!"