In assessing technology providers with which to partner, brokers should get a demo and ask questions about important features. They should also consider technology that offers:

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  • Batch processing capabilities
  • Capabilities for managing notifications and billings for COBRA policies
  • Full automation with carriers
  • Self-billing and bill reconciliation tools
  • Robust reporting capabilities
  • Flexibility to communicate with employees on a number of levels and to apply specific filter criteria to target messages

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