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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.
By Agency Leverage5
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/
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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.

24,519 Listeners