We offer free training and best practices webinars to our clients and those who are considering subscribing to our products.

 

Group Insurance and Self-Funded Training Session
Weekly Training on the American Directory of Group Insurance occurs several times. Please register for the date and time that works best for you:
Click here to register for the Group Insurance & Self-Funded Weekly Training

Our weekly series will run through the basics of the American Directory of Group Insurance and its counterpart, the American Directory of Group Insurance Self-Funded, database for both new and returning users. These tools focus on the ERISA-qualified welfare benefits that employers and unions offer to their participants. The basic features include Search, Plan Details, and the Export functionality. We’ll also explain the Company Brief, Modeled Premiums, and any newly released changes to the tool. Judy Diamond Associates has mined the Form 5500 for nearly 30 years and we’re continually discovering ways to identify prospects and trends. We look forward to working with you!

After registering, you will receive a confirmation email containing information about joining the webinar.


 

Retirement Plan Prospector Training Session
Retirement Plan Prospector General Overview occurs several times. Please register for the date and time that works best for you:
Click here to register for the Prospector Weekly Training

Our weekly series will run through the basics of the Retirement Plan Prospector database for both new and returning users. Prospector provides you with easy access to ERISA-qualified retirement plans and their sponsors, all thanks to the Form 5500. Our basic features include Search, Plan Details, and the Export functionality. We’ll also explain the Plan Score, Red Flags, and any newly released changes to the tool. Judy Diamond Associates has mined the Form 5500 for nearly 30 years and we’re continually discovering ways to identify prospects and trends. We look forward to working with you!

After registering, you will receive a confirmation email containing information about joining the webinar.


 

BCMS Training Session
Weekly Overview of Brokers Carriers Market Share occurs several times. Please register for the date and time that works best for you:
Click here to register for the BCMS Weekly Training

Our weekly series will run through the basics of the Brokers Carriers Market Share (BCMS for short), database for both new and returning users. The BCMS database is unlikely anything else Judy Diamond Associates offers, it’s built off the Schedule A of welfare plans. That means its sole focus is on insurance policies and the brokers who sold them. Now users can isolate the policies that matter the most to them and generate Excel exports of that data. We’ll go into detail on the best way to search, the aggregated results you’ll initially see, the multiple export layouts, and any newly released changes to the tool. Judy Diamond Associates has mined the Form 5500 for nearly 30 years and we’re continually discovering ways to identify prospects and trends. We look forward to working with you!

After registering, you will receive a confirmation email containing information about joining the webinar.

 

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Call 800-231-0669, option 4
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