Guiding Clients Through ACA, Protecting Their Interests
For Jo Ann Charron, Agent and Principal at BenefitsDallas Inc, it’s all about attracting new clients, delivering great service, and renewing that business year after year.
And HR360 is essential to that effort.
For the past several years, Jo Ann Charron has used HR360 to guide BenefitsDallas clients through the ever-changing labyrinth of Health Care Reform. As an active member of the National Association of Health Underwriters, and even with Patient Protection and Affordable Care Act (PPACA) Certification under her belt, Jo Ann Charron knew that she and her clients needed a trustworthy resource for staying in compliance.
“I needed something that would keep me informed of when a new regulation occurred so that I could communicate that to my clients to ensure they would stay on top of it as well.”
And that’s exactly what HR360 does, by providing Jo Ann Charron the tools and information she needs to protect her clients; when changes happen, she is able to analyze her clients’ situations, assess their needs, and address any gaps.
“Our clients need to have somebody who is knowledgeable as to what the new healthcare laws are about,” she adds, “Or they could get in real trouble.”
A Brand-Building HR and Compliance Resource
With three agents on staff, Jo Ann Charron and her team work hard to stay connected to clients. She drives traffic to her site by embedding the HR360 newsfeed in her home page, and has customized client access to the HR360 library with the Benefits Dallas logo and colors.
“In marketing myself…I need to be feeding information to them to where [clients] say 'she knows more than the next person down the road.'”
Some of her favorite features of HR360 include:
- Email Newsletters—Jo Ann Charron loves the “touch” of the newsletters, saying that these updates prompt her clients to call her on topics of interest; she then can redirect them back into the HR360 library for more detailed information.
- Sample forms and handbooks.
- Instructional videos, because “not everybody learns by reading.”
- Interactive tools and features.