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Instant Insights / Highlights from our 2021 BenefitsPRO Broker Expo

Unable to attend this year's Broker Expo in San Diego? Or maybe there were just too many great sessions to attend them all? Catch up on what you missed in our latest roundup.

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According to Chelsea Whalley, “Getting data from the client is one of the most frustrating parts of this whole process, so start early.”

When agencies start down the path of self-funding, many are mesmerized by the large cost savings and the fancy cost containment strategies they can employ. However, very rarely, will agencies hear about how this impacts both internal and external business processes.

A team at J Donovan Financial tackled these topics during a morning session at BenefitsPRO Broker EXPO 2021 and said there is both a glamorous side to these strategies as well as hidden costs. “We always head big ideas on self-funded when we used to go to conferences and never understood actually how to do it,” said Chelsea Whalley, COO and partner at J Donovan Financial.

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Natalie Dolce

Natalie Dolce, editor-in-chief of GlobeSt.com and GlobeSt. Real Estate Forum, is responsible for working with editorial staff, freelancers and senior management to help plan the overarching vision that encompasses GlobeSt.com, including short-term and long-term goals for the website, how content integrates through the company’s other product lines and the overall quality of content. Previously she served as national executive editor and editor of the West Coast region for GlobeSt.com and Real Estate Forum, and was responsible for coverage of news and information pertaining to that vital real estate region. Prior to moving out to the Southern California office, she was Northeast bureau chief, covering New York City for GlobeSt.com. Her background includes a stint at InStyle Magazine, and as managing editor with New York Press, an alternative weekly New York City paper. In her career, she has also covered a variety of beats for M magazine, Arthur Frommer's Budget Travel, FashionLedge.com, and Co-Ed magazine. Dolce has also freelanced for a number of publications, including MSNBC.com and Museums New York magazine.

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