Optimizing Benefits in the Age of AI: What's Real, What's Hype, & What Brokers Should Demand
Date: Wednesday, September 23, 2026
Time: 2pm ET | 11am PT
Cost: Complimentary
Produced and Sponsored by: Candidly
Employers are investing heavily in benefits packages that often go unused—not because employees don't need them, but because the connection between available benefits and individual needs is broken. Traditional methods like brochures and static portals adopt a one-size-fits-all approach, leading to poor engagement, systemic underutilization, and a frustratingly low return on investment for your clients.
Join us for an insightful fireside chat that explores how to bridge the engagement gap with technology that works. Discover how AI-powered personalization can transform a neglected benefits package into a vital, actively used resource. This session will move beyond the hype to deliver a practical roadmap for leveraging AI to connect employees with the support they need, when they need it.
You will learn:
- How to identify the critical disconnects that lead to benefits underutilization.
- The difference between AI hype and real, impactful personalization technology.
- What a non-siloed, 360-degree approach to benefits optimization looks like in practice.
- Key capabilities brokers should demand from technology partners to solve underutilization.
- How to transform benefits packages from a passive expense into an active tool for employee well-being and retention.
Don't miss this opportunity to learn how to deliver a superior return on your clients' benefits investment and solidify your role as a strategic partner.
Speakers:
Laurel Taylor | Chief Executive Officer & Founder | Candidly
Laurel Taylor is the Founder and CEO of Candidly. Laurel previously led a global business unit at Google and holds her MBA from the Massachusetts Institute of Technology with an undergraduate degree from Texas State University. She has been a key contributor on The Hill, successfully advocating for transformative legislation such as the CARES Act and SECURE 2.0.
Matt Bahl | VP, Head of Workplace Financial Health | Financial Health Network
Matt Bahl is Vice President and Head of Workplace Financial Health, leading market
development and workplace strategy. Previously, Matt led workplace financial wellness consulting at Prudential Financial. Matt is a cum laude graduate of the SMU Dedman School of Law and a Phi Beta Kappa and magna cum laude graduate of Colorado College with a BA degree in Sociology.
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