“Being able to go back and analyze, take data from five, 10 years ago and strip out any company name... try and analyze that data and see which ones you like better.”
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Said on Australian Investors Podcast
The Best Practices Show with Kirk Behrendt · 1115: What Your Write-Offs are Really Costing You - Robyn Theisen
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Integrate with Profitable PPOs to analyze contracts and switch to better plans
“Being able to go back and analyze, take data from five, 10 years ago and strip out any company name... try and analyze that data and see which ones you like better.”
“I've actually integrated all of my notes ... I took all of those answers and integrated it into the AI project to figure out what are the patterns ... reviewing over 250 financial planning meetings”
“…the plan sponsor owns the data. The plan sponsor must have access to the data… they’ve signed the rights away when they signed the contract.”
“In 2026, I must have helped five people switch back to the plans that they had, because when someone called, the beneficiary gave the person on the phone the Medicare ID.”
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