Keeping Track Of Your Client Trends
- by Dennis Cooley
- in Broker, PEO
- on July 1, 2017
0
We all like to put on a new client… It takes a lot of work and is very satisfying knowing you helped the owner reduce his or her costs and made their life easier. Equally satisfying, adding new clients grows your income! Managing your existing book is also a key component in growing your income. That’s why Bridgely Key uses complex proprietary statistical formulas to help you monitor each clients performance monthly. If a client falls outside their specific anticipated payroll range, they show up on an exception list. We will let you know if one of your clients appear on the exception list and give you a copy of the report. This client monitoring is just another service Bridgely Key provides our brokers to help them manage their business.