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3 things brokers should look for in a benefits partner

In a competitive benefits landscape, brokers need the best partners available to satisfy current clients and draw in new ones. The key is finding a partner with a tech-first, efficient service model and the right benefits lines to keep your clients coming back.

By Lyal Stephen | June 01, 2023 at 12:49 PM
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There’s a good chance you’ve worked with a benefits provider that offers a confusing digital portal (or worse, none at all). Maybe the support team takes days to process your clients’ paperwork. Maybe they give you and your clients the runaround for even the simplest of questions.

These red flags are all too common, and they could be hurting your clients’ satisfaction – not to mention your chances of attracting new business.

It’s important to have a partner with the right digital capabilities, benefit lines, and service experience. Here, I’ll note three green flags to look for in a benefits partner.

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