Add measurable employer value
Show a client a measurable employer savings opportunity with employee value built into the same conversation.
For professional advisors
Bring clients a measurable employer savings opportunity.
Start with one employer. Coordination Group handles the screening and review. You keep the client relationship and decide when an introduction makes sense.
Advisor
One employer
Coordination Group review
Start with one client
One employer is enough to see the opportunity, the process and how Coordination Group works with your firm.
You choose the introduction
Coordination Group reviews the opportunity with you first. You decide when the employer is introduced.
Bring in a specialist
Coordination Group handles the savings screen, employer review and implementation support.
Screen one employer
Start with enough information to estimate the employer opportunity.
Approximate workforce and basic context are enough. We review the result with you first.
Common advisor relationshipsFractional CFOsCPAs and accounting firmsRetirement plan advisors and TPAsPayroll professionalsBenefits advisors and consultants
What happens after a client screen?
We review the opportunity with you before any employer introduction.
1
You submit basic context
Approximate headcount and what you know about the employer.
2
We review it with you
Coordination Group helps determine whether the opportunity is worth bringing forward.
3
You choose the introduction
If it makes sense, you decide whether and how the employer enters the conversation.
4
We support the employer review
You can stay involved at the level that fits your client relationship.
One employer is enough to start