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Digitalization concept Digital technology enables benefits brokers to transform their previously broken and manual processes into productive and profitable workflows.

The pandemic and the need to work remotely have pushed independent agencies and brokerages to accelerate their digital strategies—or in some cases, create them for the first time—in order to produce new business processes and customer experiences that sustain operations and create greater value for today’s tech-savvy customers.

While the pandemic has pushed many agents and brokers to adopt technology quicker than they may have planned, many would agree it was time for digital transformation—especially on the benefits side of the business. Benefits brokers have long been weighed down with traditional, paper-laden workflows, lengthening the time it takes to close with customers and ultimately restricting their ability to deliver a superior end-customer experience.


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