Know Your Software Vendor

A few months ago we announced AgencyBloc’s Education Sponsorship of NAHU’s Benefits Technology Certification/CE course. We are very excited about this sponsorship because it aligns perfectly with our core belief that education is the tool that empowers productive relationships between software partners and their clients. This course teaches fundamental elements that all brokers should know when evaluating technology options for their clients.

Our team has produced numerous pieces of content on the importance of thoroughly vetting potential software providers. Even though many brokers are in the thick of AEP and OE, now is the time to begin educating or re-educating yourself on how to research and ask the right questions to ensure a stable partner relationship with your provider of choice.

So, if you don’t have time to review everything now, bookmark this page so you can easily access the tools below when the time comes for you to evaluate your existing provider or search for a new partner.

AgencyBloc Resources on Software Provider Evaluation:

We hope these resources guide you to the perfect fit in your software partnerships. In closing, I’ll leave you with one of my favorite scenes from a classic film that demonstrates how, so often, things are not as they’s to great partnerships built on transparency and trust!

Image Source: THE WIZARD OF OZ. © 2013 Turner Entertainment Co. and Warner Bros. Entertainment Inc. All rights reserved.

Posted by Erica Kiefer on Wednesday, December 5, 2018 in Customer & Policy Management

  1. vendor vetting

About The Author

Erica Kiefer

Erica Kiefer is Chief Growth Officer at AgencyBloc. She creates strategic direction for lead generation, revenue growth, and brand building while removing obstacles for team member success. Favorite quote: "Let gratitude be the pillow upon which you kneel to say your nightly prayer." - ... read more