Published on February 1, 2022
Updated on August 17, 2023
Key Takeaways A 50-year-old startup Stephen Blair runs Lyceum Insurance Services, a family business approaching 50 years in employee benefits, risk management and HR needs. He calls it a 50-year-old startup because the industry has changed so much. Employees scattered, and benefits had to follow Since Covid, staff who once lived and worked around the…
Key Takeaways A Smooth Onboarding Experience Builds Client Confidence From the Start. A well-organized transition helps clients feel comfortable and reassured that important details will not be missed. Thorough Documentation Prevents Important Details From Falling Through the Cracks. Capturing licenses, systems, and services helps ensure continuity during the transition. Clients Get Faster, More Informed Support…