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Content provided by Dennis Carlson. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dennis Carlson or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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Why Self-Billing for Benefits is a Win-Win-Win
Manage episode 349715878 series 2424815
Content provided by Dennis Carlson. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dennis Carlson or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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.
100 episodes
Share
Manage episode 349715878 series 2424815
Content provided by Dennis Carlson. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dennis Carlson or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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.
100 episodes
All episodes
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Similar to Benefits Influencer
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continue reading
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continue reading
Welcome to the What’s Next! Podcast. I’ve met so many brilliant people as I traveled the globe and have had some fascinating conversations that I’ve wished had been recorded so I could share them with you - this podcast was a way for me to recreate those moments and let you in on some fantastic insights. My current conversations center around one objective: what's next for companies and individuals as they look to innovate and grow. I hope these conversations inspire you as much as they have ...
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continue reading
1
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