Alegeus Smart Account Certification

Capture the full value of Smart Account

To make sure you are aligned to capture the full value of the Smart Account offering, we held the Alegeus Smart Account Certification, a three-part series of training sessions. During these trainings, Alegeus subject matter experts conducted a deep dive into the solution, including: how to operationalize it, how to ensure a smooth transition, how to sell the full value of it, how to optimally support your stakeholders, and how to launch it to your employers and users.

The three-part Smart Account certification series is now available on-demand. We encourage you to download the presentation materials, watch the webinar recordings, and take lots of notes!

Part 1: How to operationalize Smart Account

This training provides a summary and results of the pilot, including the feedback we received from users, a demonstration of the application, and a walk-through of how to operationalize Smart Account for your participants.

Part 2: How to sell the value of Smart Account

This training explores the market opportunity, how a value-based approach to selling can influence cost savings, how to align Smart Account with broker and consultant priorities, and the marketing strategies and tools we’ve developed to help you along the way.

Part 3: How to launch Smart Account

This training covers the marketing and communications best practices for launching Smart Account to employers, brokers, and consumers. We highlight the marketing materials that have been created for you to leverage, how to implement your branding, and provide a first-hand perspective from clients in our pilot group.