With the dust of open enrollment season finally beginning tosettle, brokers should begin taking stock of 2016. Many will lookback on a mix of outcomes — enrollments that they consideredsuccessful and others they probably wish could be “do-overs.” Mostwill use participation results as the basis for measuring theirsuccess — and rightfully so.
While that's a great starting point, it can be just as importantto gauge what did and did not work, particularly from asystems'capability perspective. Were you able to strike the rightbalance between client needs and the capabilities of the systemsthat were used, or were there unanticipated challenges behind thescenes?
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