The Golden Ticket Beyond the Spreadsheet (BTS) event is designed to help you accomplish record growth. It is an in-depth seminar on our proven sales and education process, where we share best practices in supporting and assisting current and prospective Members. It includes a combination of networking, strategy, and planning for the future. Plus, this is an opportunity to gain insights from our underwriting, sales, marketing, account management, and product leadership. An exclusive dinner will follow the seminar.

More specifically, the benefits for attending include:

• Consultant playbook on how to drive record new growth
• A written multi-year strategy for your clients and prospects
  • Driving new business in fewer steps
  • Aligning with ParetoHealth’s 97% retention rate
  • Assistance to help your account management & service team foster stronger, more productive relationships
• Guidance on selecting the best administrative and Rx platforms for your clients
• Plan of action to take advantage of the changing economy and fully insured market conditions to capture a ton of new business

This is an invite-only version of BTS for our premier consultants, to recognize your achievements and potential—your stay is on us!

We want you to continue being the trailblazers of bringing creative solutions to your clients that reduce the cost of healthcare, armed with the industry’s best cost management solutions.
For more than a decade, ParetoHealth has aided consultants achieve historic growth levels while becoming better consultants, drastically improving their client outcomes.

This is your chance to become a part of that legacy.

ParetoHealth’s Beyond the Spreadsheet (BTS) event is an in-depth seminar on our proven sales and education process where we share the best practices to assist our Members in creating a multi-year healthcare and employee retention strategy.

ParetoHealth’s Beyond the Spreadsheet (BTS) event is an in-depth seminar on our proven sales and education process where we share the best practices to assist our Members in creating a multi-year healthcare and employee retention strategy.

ParetoHealth’s Beyond the Spreadsheet (BTS) event is an in-depth seminar on our proven education process where we share the best practices to assist our Members.

ParetoHealth’s Beyond the Spreadsheet (BTS) event is an in-depth seminar on our proven sales and education process where we share the best practices to assist our Members in creating a multi-year healthcare and employee retention strategy. This is a training program exclusive to Assured Partners consultants and account managers and it includes a combination of networking, strategy, and planning for the future, with tools that offer immense value to your clients.

If you’re ready to upgrade the way you approach your clients’ employee healthcare and grow in your partnership with ParetoHealth, this one’s for you.

The Golden Ticket Beyond the Spreadsheet (BTS) event is designed to help you accomplish record growth. It is an in-depth seminar on our proven sales and education process, where we share best practices in supporting and assisting current and prospective Members. It includes a combination of networking, strategy, and planning for the future. Plus, this is an opportunity to gain insights from our underwriting, sales, marketing, account management, and product leadership. An exclusive dinner will follow the seminar.

More specifically, the benefits for attending include:

• Consultant playbook on how to drive record new growth
• A written multi-year strategy for your clients and prospects
  • Driving new business in fewer steps
  • Aligning with ParetoHealth’s 97% retention rate
  • Assistance to help your account management & service team foster stronger, more productive relationships
• Guidance on selecting the best administrative and Rx platforms for your clients
• Plan of action to take advantage of the changing economy and fully insured market conditions to capture a ton of new business

This is an invite-only version of BTS for our premier consultants, to recognize your achievements and potential—your stay is on us!

ParetoHealth’s Beyond the Spreadsheet (BTS) event is an in-depth seminar on our proven sales and education process where we share the best practices to assist our Members in creating a multi-year healthcare and employee retention strategy. This is a training program exclusive to Lawley consultants and account managers and it includes a combination of networking, strategy, and planning for the future, with tools that offer immense value to your clients.

If you’re ready to upgrade the way you approach your clients’ employee healthcare and grow in your partnership with ParetoHealth, this one’s for you.

“ParetoHealth’s Beyond the Spreadsheet (BTS) event is an in-depth seminar on our proven education process where we share the best practices to assist our Members. This is a training program exclusively for Account Managers from our partnered brokerages.

The seminar is an opportunity to learn more about ParetoHealth captives, implementation, our TPA & network partners, and our Integrated Cost Management( ICM) offerings. You will also grasp how to deal with certain questions that come from both Members & Prospective Members and pick up on skills that expand the power and range of your account management toolkit.”

Agenda:
8 a.m. – 12 p.m.- BTS Account Mangers Seminar (Breakfast will be provided)
12 p.m. onwards – Lunch

ParetoHealth’s Beyond the Spreadsheet (BTS) event is an in-depth seminar on our proven sales and education process where we share the best practices to assist our Members in creating a multi-year healthcare and employee retention strategy. This is a training program exclusive to ParetoHealth Consultants and it includes a combination of networking, strategy, and planning for the future, with tools that offer immense value to your clients.

If you’re ready to upgrade the way you approach your clients’ employee healthcare, this one’s for you.

Agenda:
12 p.m.- Lunch
1 p.m.- 5 p.m.- BTS Consultants Seminar
5 p.m. onwards- Cocktails and Dinner thereafter

The ParetoHealth Breakfast Seminars, held nationwide, provide opportunities to reconnect and get ahead of the curve on new developments in 2023.

Attending the seminar is a chance to gain insights on ParetoHealth solutions, strategy, and talk to other leading professionals in your field.

This is a great opportunity for you to learn more about the nation’s fastest growing and largest employee benefit captive program. We’ll also discuss our achievements with our partners so far and create new sales concepts for 2023. The event will go over the advantages of self-insurance, including taking control of benefit plan costs, gaining more flexibility, and providing better care for employees.