TriNet
What are the 6 verticals?
- Non Profit
- Main Street
- FinServ (Financial Services)
- Life Sciences
- Technology
- ProServ (Professional Services)
What is Stage 1
- Prepare for First Meeting
- Start FM Form on the Opportunity
- Complete First Meeting (FM)
- Complete FM Form on the
What is co-insurance
The amount of money you will pay for services after the deductible is met but before you have reached your maximum out of pocket amount.
What are TriNet's 5 key differentiators
- Vertical Focus
- Full-service Solution
- Manage Risk
- Access to Big Benefits
- Multi-state
What is Stage 2
- Prepare for First Meeting
- Start FM Form on the Opportunity
- Complete First Meeting (FM)
- Complete FM Form
What is TriNet's minimum funding strategy for its clients?
70%
What are payroll challenges for SMBs
- manual entry and tax admin
- limited payroll expertise
- complex pay structures
- custom reporting limitations
- compliance risks and audit exposure
- payroll fraud and liability
What is Stage 3
- HPP, WC & Pricing Approvals
- Generate BSS, ROI & Proposal
- Prepare to Present the Tailored Solution
What is EPLI?
Discrimination, retaliation claims, wrongful termination, harassment claims, legal defense costs
What is Stage 5
- TSS assists SC with Contract Entry
- Complete First Impression (FI) Calls
- TSS Completes Customer Set-Up Site (CSS)
- Post Contract Entry Sales Touchpoint
- Review Proposal with Prospect
- Demo Completion with PSE
- Generate & Send TriNet Service Requisition (TSR)
- Submit Onboarding Exception Request
& Complete Forecasting/Win Survey/Needs Assessment