Check out the latest podcast episode with Weston Langford, CEO of PLANSIGHT.
In this podcast excerpt, the host highlights how brokers often underestimate the operational risk embedded in their renewal processes. He points out that reliance on manual hand‑offs, tribal knowledge, spreadsheets, and email chains makes errors invisible, allowing mis‑planned differences, incorrect contributions, and outdated assumptions to persist. While some issues may never surface, others eventually emerge, creating substantial, compounding risk for the plan and the entire year.
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