cypress benefit administrators - etminfo.byetm.com/rs/etm/images/etm_cs_betz.pdf · by cypress...
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![Page 1: Cypress Benefit Administrators - ETMinfo.byetm.com/rs/etm/images/ETM_CS_Betz.pdf · by Cypress Benefit Administrators to chat up Shannon Betz about Wings Plus — and whether the](https://reader034.vdocuments.site/reader034/viewer/2022042417/5f332fda2f3b263b9c06b068/html5/thumbnails/1.jpg)
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The Roving Reporter
A Special Interview with
Shannon Betz
Cypress Benefit Administrators
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Wrapping his conversation with Mike George at First Carolina Care
Insurance Company in Pinehurst, NC, our nattily attired Roving Reporter
(still sporting the knickers he donned for his ill-fated golf outing),
became enamored of finding out what a Clackamas is. Since he couldn’t
think of a better place to find out than Clackamas, Oregon, he traveled
cross-country in search of meaning … well … one meaning anyway.
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When, just five minutes after getting to town,
he learned Clackamas is a river, he thought he’d
make his time in Clackamas worthwhile by stopping
by Cypress Benefit Administrators to chat up
Shannon Betz about Wings Plus —
and whether the Sah-Hah-Lee Golf
Course is open in December.
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RR: Goodmorning,Shannon.
Shannon: Hi.Whyareyouwearingknickers?
RR: Well,youseewhathadhappenedwas…couldwestartsomewhereelse?
Shannon. Sure.
RR: Thankyou.Mysourcestellmeyou’reaWingsPlususer.Canyoutellmewhatcapabilitiesyouuse?
Shannon: Rightnow,wejustuseAnnualStatement.Sofar,givenourbusinessstructure,wedon’treallyneedany
oftheotherfunctionality.Wedohavetopaypremiumtaxesbutonlyintwostates.Ifthatresponsibility
grows,we’llcertainlyconsideraddingWingsPlusPremiumTax.Butrightnow,premiumtaxesarenot
creatingalotoflegworkforus.
RR: Thatsoundsquitepractical.Howlonghaveyoubeenwiththecompany?
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Shannon: IwaswithWesternBenefitsfor10yearswhentheywereacquiredbyCypressinFebruaryof
2011.So,youcouldsayI’vebeenhereabout11years.
RR: AssumingyouwerearoundwhenthecompanystartedusingWingsPlus,wastheirsome
kindofduediligenceorselectionprocessconductedpriortotheselection?
Shannon: SomeonefromCypresshadgoneouttotheNAICwebsiteinsearchofvendorsin2005.
Afteridentifyingafew,CypressspokewithafewofthemandwereimpressedwithETM,as
wellastheuser-friendlinessofWingsPlus,whichiswhatsoldthem.
RR: So,ETMwasessentiallychosenoutoftheblue?
Shannon: Idon’tknowthatI’dputitquitethatway.ETMisaverysolid,customer-serviceoriented
company.They’realwaysupdatingandkeepinginlinewithNAICupdates.Theyhaveall
therequisitechecksandbalancesinplacetoensureyou’llneverfileaninaccuratereport.
WingsPlusensuresyouconformwiththeNAIC’sstrictregulations.AndETMalways
provideswonderfulhelpwithtechsupport.
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RR: Haveyoufoundyourselfrelyingonthattechsupport?
Shannon: Infact,Ihaven’t.Andthat’sbecausethesystemreallyisuser-friendlyandhasaccuratedirections.
ETMalsoprovidesawebsitetoaccessforhelp,andthesystemupdatesandupgradesareadded
automaticallybecauseETMhostsit.Plus,theysendusemailtoletusknowwhenthoseupdatesand
upgradeshavebeenmade.Ifindthatveryhelpful.
RR: I’veknownothersoftwarecompaniesthatdidn’thavethebestproductsintheworld.Buttheydid
providetop-notchserviceand,so,hadmanyveryloyalcustomers.ItseemsETMhasboth.
Shannon: I’dagree.
RR: WhenyoustartedusingAnnualStatement,didyouhaveitlocallydeployed—ordidyoualwaysuse
WingsPlusfromthecloud?
Shannon: We’vebeenrunningAnnualStatementfromETM’sserverssincedayone.Itwastherightdecisionin
termsofcost,accessibility,maintenance,andservice.
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RR: Andwithanendorsementlikethat,comingheretospeakwithyouwastherightdecision.
Thankyouverymuch.
Shannon: You’rewelcomeverymuch.Doyouwanttotalkabouttheknickersnow?
RR: Notsomuch.
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