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✨ The Re:Source Paraplanning Fact Files /2 ✨ Here’s the second in our series of facts and figures about Re:Source Paraplanning so you can get to know us a little better… One of several things that separate us from other paraplanning firms is our flexible pricing model and guaranteed capacity 👇 We predominantly work on a retainer model whereby St. James’s Place Partners can reserve a certain number of hours per month based on their requirements and there is some flexibility to roll over some of those hours into the following month if they haven’t been used ✅ With guaranteed capacity, there is no need to worry about those urgent cases being written in time, or being pushed to the back of a long pipeline queue! For additional flexibility, we also offer a fixed fee case-by-case offering for Partners who only require support on an adhoc basis. #Paraplanning #ResourceFactFiles #Outsourcing 

Managing many suppliers simultaneously presents a challenge and a significant time commitment. Navigating through compliance/risk regulations and onboarding new clients in a timely fashion, demands a well-structured and effective vendor management program. And that's where Bedrock comes in. At Bedrock, our automated systems play a pivotal role in efficiently handling extensive vendor data, overseeing compliance, and streamlining your onboarding processes. Implementing this is essential for ensuring both accuracy and efficiency in vendor management. Check out our website to more about Vendor database management 👉 https://bit.ly/3tlA1Le #vendordatabase #bedrock #suppliermanagemnet #efficiency #complianceregulations #automatedsystem #handlingextensive #vendordatabasemanagement #contactmanagement

Vendor owners need to understand third-party #riskmanagement. Download this Venminder checklist to help your team train new and existing vendor owners so they’re able to properly fulfill their roles and responsibilities: https://hubs.li/Q02lSV-C0 #creditunion

A formal search process that leverages current market data can help plan sponsors evaluate recordkeeping candidates, and establish a relationship designed to help them succeed. Learn more about how plan sponsors could benefit from a formal vendor search process. #DefinedContribution #investment #wealth

A formal search process that leverages current market data can help plan sponsors evaluate recordkeeping candidates, and establish a relationship designed to help them succeed. Learn more about how plan sponsors could benefit from a formal vendor search process. #DefinedContribution #investment #wealth

We’re experts in underwriting and can offer support to your business, whatever your needs. We can help to improve the agility and adaptability of your specialist underwriting operations to reduce costs and improve customer experience. We can also help you optimise or audit your in-house operation, or fully outsource one or more functions to allow your team to focus on revenue-generating activities. We get to identify the common challenges faced by a broad range of clients, which means we can develop best-in-class solutions in line with market changes – perfect for those who outsource to Pro Global. Get in touch with us to see how we can help: https://lnkd.in/eGVQN832  #insurtech #underwriting #reinsurance #outsourcing

Elevate Your Vendor Relationships with CTrax! Streamlining COI processes for general contractors and subcontractors. Say goodbye to paperwork hassles, and hello to efficiency and stronger partnerships. #CTrax #ConstructionEfficiency #VendorRelations

Here are a couple of facts about PEO... - All of the carriers are nightmarish. - Service depends on the team you get. - Getting the best deal requires negotiating. - All the tech works, some better than others. - PEO Brokers will always get you a better deal. - The salespeople will be gone after you implement. If you're in PEO what would you add?

Are you tired of spending countless hours on vendor reconciliation, only to find discrepancies and errors? Discover the secrets to mastering vendor reconciliation, it’s important, the steps involved, and its benefits. Our expert insights will revolutionize your approach, saving you time and ensuring accuracy every step of the way. Check out the blog now and take your reconciliation process to the next level. Read here: https://hubs.la/Q02s40YL0 #VendorReconciliation #vendormanagement #businessefficiency #strategicfinanace #businessinsights #vendormanagementportal #peakflo

In real estate, #PropertyManagers have a challenging time dealing with vendors. Handling different vendors can be confusing and cause problems like miscommunication and delays. Property managers need the right vendor management system to make things easier. This blog talks about the importance of using the right software to manage vendors in property management. #PropertyManagement #Maintenance #Trades Keep reading: https://buff.ly/42gJ4dx