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Small Group Strategy Guides — Plain-English breakdowns of ACA rules, compliance, an
market positioning.
What This Course Covers
Understand ACA participation and contribution rules in plain English.
Use AI to identify and prioritize the right small business prospects.
Streamline proposals, presentations, and executive summaries that employers actually understand.
Build positioning statements, differentiators, and FAQs that make you stand out.
Prepare confident responses to employer objections with AI role-plays.
Drive retention with renewal summaries and communication strategies.
Cross-sell ancillary benefits like dental, vision, and life with clarity.
Automate workflows for prospecting, onboarding, and renewals.
Create and scale a brand presence that employers remember.
Document processes and delegate effectively as you scale.
Stay ahead of market trends, regulation shifts, and emerging AI tools.
Expand your agency’s scope with voluntary benefits, HR toolkits, and compliance services.
