Three Deal Closing Strategies

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Today’s Webinar:

Torrie Garcia

Product Marketing Manager

Presented By

Corey Lilburn

Managing Partner

Strategy 1: HR Audit Checklist

This checklist highlights the areas of human resource activities that could pose as risks if not done or improperly managed.

How do you differentiate yourself as a broker using the HR Audit Checklist?

» Start to have a different conversation

» Be the expert

HR Audit Checklist

HR Audit Checklist

» 100 question assessment

» Over 10 practice areas covered

» Suggestions are based off of how the employer answered the questions

Guidance

» Ask our advisors for additional support and best practices

» Let us empower you to be the trusted broker

» You can assess and determine a solution which easily ties into the ThinkHR’s product offering

Strategy 2: Employee Handbooks

» Help to minimize risk of employer liability with clearly communicated, regulatory compliant policies

» Save your clients thousands of dollars

Employee Handbooks

Employee Handbooks» State and federal content

» Created and updated by HR experts

» Customizable and fully editable

» Updates to policies

Strategy 3: Training

Founded in 1994, partnered with Acrisure in 2015

Headquartered in Palm Harbor, FL

Over 100 offices nationally

$750M in annual revenue

Pure employee benefits consulting agency

» Alltrust focuses on customer advocacy, compliance, technology and cost/innovation

» Historically led with the basic call/email tool, as well as the online database of resources at their fingertips

» However, training has become the most asked about and most used component of ThinkHR for our clients

Employee Training

» Non-profit, marquee group with a small training budget

» We introduced them to ThinkHR Learn

» Hundreds of employees–contract, performers, union, etc; 150 full time

» Today, Straz has used and uses dozens of classes, and disseminates through their ranks of supervisors and employees

Straz

Ultimately, we were able to save our client $40,000 by using ThinkHR Learn

Use these deal-closing strategies to win and retain business:

» Strategy 1: HR Audit Checklist

» Strategy 2: Employee Handbooks

» Strategy 3: Training

Remember

For current partners:

» To learn more about the resources discussed on today’s webinar, contact your Customer Success Manager or email customersuccess@thinkhr.com.

For prospective partners:

» If you are interested in learning more about a partnership with ThinkHR, please type “info” in the question box.

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