Holly Forest, Vice President of Client Services at OneDigital joins P’s & Q’s Host Kevin Dawson for some Pints and Questions to share how OneDigital saw that manually keying carrier data into a spreadsheet was not scalable when working with thousands of employers. Her team’s time was better spent engaging with clients and providing quality consulting. They needed another way. Enter PerfectQuote, the leading-edge health benefits quoting platform that helps companies like OneDigital sell and renew employee benefits faster.
Learn more about PerfectQuote helps agencies like OneDigital.
OneDigital is a steward of business growth and people potential. Our insurance, financial services, and HR platform provide personalized, tech-enabled solutions for a contemporary work-life experience. Nationally recognized for our culture of caring, OneDigital’s teams enable employers and individuals to do their best work and live their best lives. More than 100,000 employers and millions of individuals rely on our teams for counsel and access to fully integrated worksite products and services and the retirement and wealth management advice provided through OneDigital Investment Advisors. Founded in 2000 and headquartered in Atlanta, OneDigital maintains offices in most major markets across the nation.