Why Self-Billing for Benefits is a Win-Win-Win

Dennis chats with CEO of Beneration, Josh Winigrad.

They discuss why every benefits broker should be talking about self-billing with their clients.

Josh shares:

How to master self-bills by learning the COUNTIFS and SUMIFS formulas.

Why you should encourage your clients to use self-bills with carriers rather than EDI feeds.

The danger of self-auditing invoices against payroll deductions.

Connect with Josh on LinkedIn: https://www.linkedin.com/in/jwinigrad/

Check out Beneration: https://beneration.com/

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Benefits Influencer is the #1 podcast for Employee Benefits Advisors. Visit www.benefitsinfluencer.com for additional episodes and to get in touch.