Ask the right questions

During the proposal process, brokers should ask carriers and platform partners specific questions about their digital connectivity strategy. Here are questions that will arm brokers with essential information:

Can you exchange data via APIs? If not, is API data exchange on your roadmap?
What does your connectivity roadmap look like in the next 1-3 years? What functionality is on your roadmap (EOI, enrollment, case installation, etc.)?
Which carriers and platforms are you connected to today? How about over the next 1-3 years?
How long does it typically take to implement a group and add a new benefit?
Who are your preferred carrier/ben admin partners? How do these partnerships enhance the member and administrative experience, in terms of connectivity, added services (i.e. decision support), and operational efficiencies?

Brokers wield an enormous amount of influence across the entire employee benefits ecosystem, as employers typically source their enrollment platform through their benefits broker. With great power comes great responsibility. Let's work together to usher in the next era of employee benefits, where digital connectivity and streamlined data exchange are the norm.

Instant Insights /

Why benefits advisors should prioritize digital connectivity

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