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Old 11-12-2014, 04:36 PM   #1
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MW Agent on Robo Broker
 
Join Date: Sep 2014
Posts:110
State: MW Agent is an Insurance Agent from Undisclosed Location
Robo Broker Robo Broker
Zenefits

I recently lost a good sized group to this outfit that was providing about $6,800 in revenue. My understanding is they are taking over 500 groups a month and they have a lot of venture capital money behind them.

Are there any technology platforms available to brokers on a subscription basis that offers a competing solution? I don't want to get my clock cleaned again.

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Old 11-12-2014, 04:59 PM   #2
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Brian Anderson on Robo Broker
 
Join Date: May 2014
Posts:525
State: Brian Anderson is an Insurance Agent from Colorado
Robo Broker Re: Robo Broker
On a robo-advisor related note...

Robots take aim at assets - The Denver Post
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Old 11-12-2014, 05:48 PM   #3
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Josh on Robo Broker
 
Join Date: Jan 2009
Posts:11,756
State: Josh is an Insurance Agent from Virginia
Josh is a member of 5000 posts Super VIP club
Robo Broker Re: Robo Broker
A friend of mine switched his company over using them. I wouldn't think most of what they do is super difficult to replicate, but it would take some time and money.

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Old 11-17-2015, 05:45 AM   #4
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Join Date: Oct 2014
Posts:12
State: jkinzies is an Insurance Agent from
Robo Broker Re: Robo Broker - Zenefits
My experience with Zenefits has been one of deceitful practices to obtain clients. Recently, they grabbed a small group of mine....temporarily. I pursued them to find out what happened, where I let them down, and what they expect me to help them with. Turns out, they didn't read their renewal package and were suckered in with the idea of being rescued with an employee handbook and systems to organize them effortlessly. Zenefits grabbed the AOR on the medical and told them that their rates went up 58%. However, that was a lie! Their rate went up 13% and the package contained alternatives to keep their rate level. Zenefits wanted them to move from Anthem to United Healthcare immediately. I showed the UHC rates were about the same as Anthem and gave them the choice. Needless to say, after one conversation, I have the AOR back and a trusting client once again. When it seems too good to be true, it probably is. As advisors, being a real person with experience helps, but we'll need more HR resources to fill the gaps for where Zenefits was looking good.
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Old 03-06-2017, 10:42 PM   #5
Expert
 
Join Date: Mar 2017
Posts:22
State: ltruitt is an Insurance Agent from
Robo Broker Re: Robo Broker
I really like my experience with a robo advisor
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