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Why Self-Billing for Benefits is a Win-Win-Win
Dennis chats with CEO of Beneration, Josh Winigrad.
They discuss why every benefits broker should be talking about self-billing with their clients.
Josh shares:
How to master self-bills by learning the COUNTIFS and SUMIFS formulas.
Why you should encourage your clients to use self-bills with carriers rather than EDI feeds.
The danger of self-auditing invoices against payroll deductions.
Connect with Josh on LinkedIn: https://www.linkedin.com/in/jwinigrad/
Check out Beneration: https://beneration.com/
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Benefits Influencer is the #1 podcast for Employee Benefits Advisors. Visit www.benefitsinfluencer.com for additional episodes and to get in touch.
View all episodes
By Dennis Carlson
5
4040 ratings
Dennis chats with CEO of Beneration, Josh Winigrad.
They discuss why every benefits broker should be talking about self-billing with their clients.
Josh shares:
How to master self-bills by learning the COUNTIFS and SUMIFS formulas.
Why you should encourage your clients to use self-bills with carriers rather than EDI feeds.
The danger of self-auditing invoices against payroll deductions.
Connect with Josh on LinkedIn: https://www.linkedin.com/in/jwinigrad/
Check out Beneration: https://beneration.com/
------
Benefits Influencer is the #1 podcast for Employee Benefits Advisors. Visit www.benefitsinfluencer.com for additional episodes and to get in touch.