KB Squared One Sales Process Final

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Winfred Kirksey

Discovery &
Research
Evaluation &
Plan Design
Education &
Implement
Lasting
Partners
•Listen, Analyze Needs
•Employee Surveys/ Focus
Groups
•Carrier Proposal
Development
•Evaluation/ Negotiation
•Final Plan Design
•Timely Multi-channel plan
education
•Enrollment Strategy
•Seamless carrier
communication
•Hold vendors and carriers
accountable to plan
specifics.
•Service, support and
educate employee group
How we work for you
K B SQUARED
1040 West Marietta Street NW Atlanta, GA 30318
The K B SQUARED Process - How Our Clients Get Results
404-907-3008 info@kb2benefits.com www.kb2benefits.com
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1
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Discovery and Research
Evaluation&PlanDesign
Education&Implement
LastingPartners

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KB Squared One Sales Process Final

1. Discovery & Research Evaluation & Plan Design Education & Implement Lasting Partners •Listen, Analyze Needs •Employee Surveys/ Focus Groups •Carrier Proposal Development •Evaluation/ Negotiation •Final Plan Design •Timely Multi-channel plan education •Enrollment Strategy •Seamless carrier communication •Hold vendors and carriers accountable to plan specifics. •Service, support and educate employee group How we work for you K B SQUARED 1040 West Marietta Street NW Atlanta, GA 30318 The K B SQUARED Process - How Our Clients Get Results 404-907-3008 info@kb2benefits.com www.kb2benefits.com # 1 # 2 # 3 # 4 Discovery and Research Evaluation&PlanDesign Education&Implement LastingPartners