Sales, relationship management, conversions, and book of business metrics. We provide benchmarks and facts to support your investment decisions.
Why do clients stay? Why do they leave? We help you find out and provide practical recommendations to win and retain more business.
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.
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.
Quinn is a Project Coordinator at WinMore Plans. Quinn graduated from the University of Minnesota and received a Bachelor of Arts in English. She spent two years supporting the DC relationship management team at Milliman. Quinn assists with various aspects of scheduling, research, and materials support.
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.
"Robin's analytical review of our pricing model identified places where we could change our pricing with no negative impact to our clients and business. And we can now view plans by profitability to help make better decisions."
- Sr. Executive - Retirement Plan Provider