Sales Enablement
- Implementation Consultants and Relationship Managers help provides Discovery, Demo, Sales and Marketing solutions to include:
- Discovery Meeting with referral partner (field, BSP, broker, etc.)
- Demo
- Sales Presentation – detailed presentation content tailored to the opportunity
- Custom RFP response
- CRM & Project Managed Solution for all leads, enrollments, and ongoing clients
IC Consultant Development Track
- Associate Implementation Consultant
- Implementation Consultant
- Relationship Manager/Producer
- 16 module certification program and ongoing coaching series for sourcing, training and development of new Associate Implementation Consultants
- Data & Security training and certifications
Technology Enablement
- Including Collaborative Case Setup Tool – engages client and broker to support case build exercise
- Project plan buildout
- Communication plan buildout
- Data analysis
