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.