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Do you have a solution currently in place?

Do you have a specific client in mind?

Do you typically offer technology solutions to your clients?

Do you offer subsidies to offset the cost of a technology platform?

Do you have preferred relationships with specific brokerage firms?


The most important thing about a successful technology solution is a deep understanding of the client’s ecosystem.  

  • What are your communication needs?
  • What payroll or HRIS system are we connecting to?
  • Who is the team assigned to the implementation?
  • What is the ideal timing?
  • When is open enrollment?
  • Who are your carriers?
  • How is the best way to reach your workforce?

We want to understand these important dynamics and work towards a realistic, affordable solution.

WBD Technology and services

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