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?
-
SMART Prospecting Toolkit
-
Existing Client Toolkit (6-step Strategic Planning Process)
-
Over 60 Tools in native Microsoft Office format
-
SMART Support to complete your first Benefits Strategic Plan
-
Free, online training webinar
-
Free access to the online, subscriber-only SMART discussion forum
-
The ability to use SMART with an unlimited number of clients or prospective clients
SMART Sales Management and Recruiting Toolkit
What do I get?
-
Recruiting Module
-
Selection Module
-
Hiring Module
-
Managing Sales Performance Module
-
Over 25 tools in native Microsoft Office format
-
Free access to the online, subscriber-only SMART discussion forum
-
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
-
Online user forum
-
Telephonic and/or webinar support
-
In-person training