WinMore Plans
Health & Wealth Consulting
WinMore Plans
Health & Wealth Consulting
Prepare to Win
Benchmarking Scorecard
Win/Loss & Client Satisfaction Studies
Win/Loss & Client Satisfaction Studies
Sales, relationship management, conversions, and book of business metrics. We provide benchmarks and facts to support your investment decisions.
Win/Loss & Client Satisfaction Studies
Win/Loss & Client Satisfaction Studies
Win/Loss & Client Satisfaction Studies
Why do clients stay? Why do they leave? We help you find out and provide practical recommendations to win and retain more business.
Speaking Engagements
Win/Loss & Client Satisfaction Studies
Speaking Engagements
The institutional sale is made by committee. Learn why you were included, what competitors are doing better, what your sales team did right, and where you need to polish to win more new business.
About Us
Robin Green
WinMore Plans is led by Robin M. Green, an experienced corporate executive and business owner. Robin has 30 years of experience speaking, facilitating leadership discussions, and managing research and consulting projects with insurance leaders, financial service providers, and advisors.
Delaney Leick
Delaney is a Project Coordinator at WinMore Plans. Delaney graduated from the University of Minnesota and received a Bachelor of Arts in History. She assists with various aspects of scheduling, research, and materials support.
How Can We Help?
The WinMore Plans team specializes in Institutional DC Retirement Plan Business and Employer Health Plans.
Support your business with independent research, practical consulting, competitive benchmarking, and customer insights.