Pimp My Spreadsheet
General1 credit hourTDI course #121411
About this course
At renewal, one of the broker’s most valuable deliverables is a clear, accurate, apples-to-apples comparison of plan options. This course shows what truly belongs on a client-facing spreadsheet and walks step-by-step through how to build one from scratch for better employer decision-making. We’ll also demonstrate a “smart spreadsheet” that not only presents the options but calculates premiums automatically—reducing the need to run quotes on the various carrier websites.
Upcoming dates
Not on the schedule right now. New dates are added every few months.
Taking several classes this year? A Season Pass covers them all.