Entries by Shellie Bailey

2020 PlanSource Eclipse Virtual Conference Recap: Episode 1

Earlier this month as part of our continuation to stay on top of HR and benefits administration product developments, members of our PlanSource (PS) team logged in for Episode 1 of the Eclipse virtual conference sessions hosted by PS. The first episode of the PlanSource Eclipse virtual conference Digital transformation Amid COVID-19: The Tipping Point? […]

2020 Employee Navigator Virtual Conference Recap

The “socially distant” world we currently live in has not deterred us from staying on top of HR and benefits administration product developments. In late April, members of our Employee Navigator (EN) team logged in for a week of virtual conference sessions hosted by EN. Employee Navigator is one of BTR’s pre-vetted and preferred benefits […]

Promotion of Concetta Burns-Ramsey to Benefit Administration Division Manager – Employee Navigator

We are proud to announce the promotion of Concetta Burns-Ramsey from Employee Navigator Team Lead to Benefit Administration Division Manager – Employee Navigator! Concetta has been in many roles at BTR and consistently brings her wealth of knowledge in benefits, benefits technology and ACA while delivering excellent client service.  Concetta can answer most any question related to Employee […]

COVID-19 Resource Guide

The BTR team is committed to staying on top of all the updates surrounding #COVID19 – specifically how it will affect our broker partners, our clients, the HR Tech industry, and our internal team. We have compiled below a list of updates and resources from key players in our industry. This list will be updated […]

A Message From Our CEO on COVID – 19

To our valued BTR partners,  As the nation grapples with COVID-19, we are all receiving updates from countless businesses, services, and friends. The nation is experiencing mass closures, including schools and local businesses, which is adjusting our lives in an unprecedented way. Here at BTR, we wanted to provide an update to our partners and clients as well, with one common […]

2020 Assurex Global Employee Benefits Meeting Recap

As Q1 2020 is winding down we are still in the midst of “conference season.” Jamie Hawkins and Josh Hoover traveled to Phoenix, AZ for the Assurex Global Employee Benefits Meeting last week to network with broker partners. The event kicked off with a golf tournament and Josh’s team placed second overall – but we […]

2020 Businessolver’s Advisor Summit Recap

BTR’s Corrina Nation attended Businessolver’s 2020 Advisor’s Summit on February 27 – 28 to learn about the benefits administration vendor’s latest enhancements and strategies going into 2020. The overall theme of the Summit centered around innovation and investment into Businessolver’s culture, internal processes, and technology. Sofia, their virtual AI-driven assistant, was a major highlight of […]

Promotion of Molly Ansley to Configuration Analyst – PlanSource team

We are proud to announce the promotion of Molly Ansley from Service Analyst to Configuration Analyst!  Molly has worked with BTR for 1 year, and during that time has been an extremely valuable member of our team. As a Service Analyst, Molly expanded her PlanSource knowledge and client relationships while providing excellent service.  Now, she will take on […]

Promotion of Jessica Clifton to Service Analyst- bswift team.

We are proud to announce the promotion of Jessica Clifton from Service Coordinator to Service Analyst! Jessica is approaching her first anniversary with BTR. Over the last year, she has mastered the service coordinator role and learned to navigate the bswift system. She has been a tremendous asset, contributing her audit and ACA skills to the team. Now, she […]