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CLIENT
OVERVIEW
Puhl
Employee Benefits is a sales-driven independent insurance
and financial consulting company. TKCS has designed a system
to assist Puhl in managing clients and administering investment
programs. PUHL benefits by having the ability to track current
and prospective clients, using interactive personalized correspondence,
quickly executing bulk sends, and filtering clients based
on eligibility for new products and services.
Puhl has
developed a proprietary investment product, called the Private
Health Services Plan (PHSP). TKCS has built a management program
to administer the complex PHSP product. TKCS is proud to be
able to help David Puhl put his unique concepts and ideas
into everyday practice for the benefit of his clients.
The
Strategic Advantage
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