Cody Meier

Provider data is an asset to your business. Once you build an accurate source of truth, it will result in long-term ROI. To learn how one company enjoys long-term benefits of a high-quality provider data file, read this white paper at https://splr.io/6049Wm8n5 #ProviderData

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Provider data is an asset to your business. Once you build an accurate source of truth, it will result in long-term ROI. To learn how one company enjoys long-term benefits of a high-quality provider data file, read this white paper at https://splr.io/6042WawPM #ProviderData

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"Our demos are way up, traffic is steady, and our competitors are spending a TON of time on our site. We are making waves!" - Director of Marketing, eLearning Software Company Results like these start with a clear strategy and focused execution plan. Want the same for 2025? Get clear direction in just 3 hours. Our Marketing Strategy & Annual Planning Workshop delivers: → Clear strategic direction → Actionable 12-month plan → Marketing maturity assessment → Budget optimization guidance Stop guessing. Start executing with confidence. Limited spots available Nov-Feb. $4,500 investment. Email [email protected] to secure your spot. #planning #workshop

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Sales360's automated custom pricing changes the game and shortens turnaround times. Simply... 1) Enter details and get a quote 2) Send to the customer for DocuSign 3) Instant automated enrollments + confirmations Book a free demo. ➡️ https://hubs.ly/Q02D_M0l0 #energysales '#fastercontracting

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🚀 Is your RIA tech stack holding you back? At LVc Consulting, we specialize in streamlining your operations, cutting costs, and maximizing efficiencies. Our comprehensive tech stack overview dives deep into your current systems to uncover opportunities for: ✅ Enhanced workflows ✅ Reduced operational expenses ✅ Improved advisor and client experience Let’s transform complexity into clarity. Contact us to learn how we help RIAs focus on growth, not tech headaches. #RIA #Efficiency #TechSolutions #LVcConsulting

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Are your marketing technology integrations working for you—or against you? Check out our Martech Integrations Use Case to see how we eliminate the frustrations of integrations! https://bit.ly/3uRdI0L #B2BMarketing #CMO #DigitalMarketing #MarketingOperations #Martech

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Do you deliver positive onboarding experiences or is it time for a process upgrade? ✨ Positive client onboarding experiences are less common than you may think...and they directly impact an organization’s ability to build solid customer bases. Download our guide to learn the steps needed to revamp your onboarding process! ➡️ https://hubs.la/Q02Jw1Bh0 #clientonboarding #customerexperience

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𝗜𝘀 𝘆𝗼𝘂𝗿 𝗶𝗻𝘀𝘂𝗿𝗮𝗻𝗰𝗲 𝘀𝗮𝗹𝗲𝘀 𝘁𝗲𝗮𝗺 𝗿𝗲𝗮𝗱𝘆 𝗳𝗼𝗿 𝗼𝗽𝗲𝗻 𝗲𝗻𝗿𝗼𝗹𝗹𝗺𝗲𝗻𝘁? Automating key tasks—like follow-ups and policy updates—𝘤𝘢𝘯 𝘩𝘦𝘭𝘱 𝘺𝘰𝘶𝘳 𝘢𝘨𝘦𝘯𝘵𝘴 𝘴𝘵𝘢𝘺 𝘧𝘰𝘤𝘶𝘴𝘦𝘥 𝘰𝘯 𝘮𝘦𝘢𝘯𝘪𝘯𝘨𝘧𝘶𝘭 𝘤𝘭𝘪𝘦𝘯𝘵 𝘤𝘰𝘯𝘯𝘦𝘤𝘵𝘪𝘰𝘯𝘴. Discover how automation can improve efficiency, boost response times, and lead to higher enrollments. 👉 https://hubs.la/Q02Yyq-F0 #InsuranceSales #OpenEnrollment #SalesAutomation #SalesSuccess #Insurance

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Does API connectivity meaningfully reduce enrollment errors and customer escalations? 🤔 Hear it straight from Myesha A., Head of Bentech Growth and Partnerships at Guardian Life. “...It’s really increasing, more than anything, the ability for people to just not have to worry.” Hear the full conversation at 👉 https://hubs.la/Q02XQKYZ0

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Are your business processes silently eating away at your revenue? Studies show inefficient processes can drain up to 20% of your annual earnings. At LSA Digital, we've helped countless organizations transform their operations through our Agile Business Process Improvement (ABPI) service. We define, analyze, and optimize your processes to enhance efficiency and user experience. Want to stop leaving money on the table? Learn how ABPI can transform your business: https://lnkd.in/dNH2Kgu6 #BusinessEfficiency #ProcessImprovement #DigitalTransformation

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#DMSC24 is almost here! Catch our VP of Enterprise Accounts Matt Niess break down what dealers need to know when investing in first-party data management. Have you bought your ticket yet? Use code AM100 when registering to receive $💯 off your ticket: https://brnw.ch/21wKdv8 #AutomotiveIndustry #AutoSales #Dealership #AutoDealers #FirstPartyData #DataManagement

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Should you ever tell customers you are filing a CRT (Currency Transaction Report)? At our most recent webinar, Independent Executive Advisor Scott Polakoff, CAMS answered with a resounding "No." #WebinarWisdom   Watch the clip to learn why he feels so strongly about the topic. Missed the webinar live? No worries subscribers get access to full recordings of every webinar. Learn more here: https://lnkd.in/eigpBHr7

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💬 Want a More Engaged Team? Treat Them Like Customers! Yep. You read that right. This week, guest Mike Aoki challenges a common oversight: seeing agents as “internal customers.” Tune in to learn how shifting your perspective boosts engagement, motivation, and service quality. Mike shares some 𝐫𝐞𝐚𝐥, 𝐩𝐫𝐚𝐜𝐭𝐢𝐜𝐚𝐥 steps for creating a supportive environment that values 𝐞𝐚𝐜𝐡 team member’s contribution. Ready for a new approach? Episode drops on December 3rd at 11 am CET! Subscribe now: https://lnkd.in/edd9BSaB --- WFM Unfiltered is available on all good podcast directories: >> Spotify: https://lnkd.in/evnXmb_q >> Apple: https://lnkd.in/e9JusycX >> Amazon: https://lnkd.in/eUigxAXb If you enjoy the show, please remember to subscribe, and leave us a review! #WFMUnfiltered #Podcast #WorkforceManagement #WFM

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Don't let an overly complex technology environment impact your client's CX and frustrate their already limited IT resources. Watch the video below to learn more about our EnVision Life Cycle Management today and reach out to our team! Mark Sondergaard, Mike Ryan, Jerry Doyle, Keith Haviland, Scott Smith, David Schumacher #envisionlifecyclemanagement, #manageditservices #getentelegent

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The secret 🤫 to hiring success? Leaning on the support of Hireology’s award winning customer success team. With proactive, customized strategic recommendations, we help you drive better business outcomes. Take it from Customer Success Manager, Kathryn Villano Hanson, who operates as the extension of her customers’ teams and watching them win is a testament to the endless potential of our collaboration. Learn more about Hireology’s unparalleled customer success team here: https://hubs.ly/Q02yHGV_0

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From Mid-March, results are in-line with ~60% of the team meeting their quarterly target. Feeling under pressure this quarter? Don't make this mistake: https://bit.ly/49coeO3 #SalesQuota #SalesPerformance #SalesLeader

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