July 2023 - Lead Generation Platform

Welcome to the community update for July!

We've started early with a small update to platform in preparation for some big releases.

In addition to some small formatting and minor bug fixes here's what's new:

- Updated the Intro Benchmarking report for “Per Practitioner” paramedical amount to show the most common amount across all practitioners which is the same as the Comprehensive benchmarking report.  Previously it would show the highest which may be influenced by a single practitioner like a psychologist.

- Premium Splitting Dashboard updated to combine multiple summaries (Provider / Division / Class) into one view across all benefit lines.

- Improved messaging on Plan Evaluation page and Premium Splitting Dashboard when no plan or plan details have been uploaded yet.

- Lead Generation Tool (for Advisor Partner + Users)

This is a new white labelled Advisor tool that is a personalized prospecting link that can be shared with any prospect or through digital marketing to collect leads by offering sample intro benchmarking.  The benchmarking is a live dashboard, personalized based on their industry, region and group size but limited to benefits included vs not included.  Advisors get access to see leads who have confirmed their email and received the dashboard for follow up.  There is also a call to action to convert from a lead to a prospect and upload their benefits plan for a full evaluation including full benchmarking.