When evaluating online benefits software, most brokers want their platform to integrate with carrier and payroll partners. This means the software can communicate enrollment and eligibility information to the carrier — and vice versa. In general, there are two ways to accomplish this: EDI and API integrations. 

Most benefits systems are capable of both integration methods, but the same isn't true of carriers. When it comes to benefits software integration, limitations are based on what carriers are able to accept, and EDI technology is usually the best integration option most insurance companies can offer. 

Because it is the more common method of integration, here are the five things brokers should know about EDI integration

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