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Many agencies have made a decision to offer a ben admin solution for their clients, got a license with a broker-centric SaaS platform, and are now facing the challenges of next steps to take to drive client retention, engagement and win new business. 

We are thrilled to have David Reid, CEO of Ease join us to reveal what forward-thinking agencies are doing to introduce technology to their clients and prospects, best practices to ensure client engagement and tips and tricks to create efficiencies, mitigate compliance risks and deliver ROI using a benefits admin system.

David Reid

David Reid

David has over 30 years of experience in the employee benefits and group insurance industry and was one of the earliest adopters of technology as an integral strategy for employers in the late 1990s. Throughout his career, David’s focus has been creating broker-centric solutions that are easy to use and practical to deploy.