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When should brokers implement new benefits platforms?

Implementing a new platform is a big undertaking, and it opens up a lot of questions. The first question for many brokers is When is the right time of year to make the move?

By Alex Tolbert | Updated on August 14, 2017
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The benefits and HR tech industry continues to grow — CB Insights reports the sector saw $2.2 billion in 2016 investments — and more brokers are recognizing the need to take their agencies online. 

But implementing a new platform is a big undertaking, and it opens up a lot of questions. The first question for many brokers is “When is the right time of year to make the move?” 

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