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Benefits Tech Sales Hacks

New Insights and Tips for Brokers, Carriers & Benefits Advisors

Technology is changing the way that benefits are bought, sold and managed, and this change is impacting all stakeholders. Benefits brokers and insurance carriers are being challenged with providing or recommending benefits administration technology alongside their traditional benefits offerings. Consumers need to be educated and want an enjoyable experience when choosing their benefits. When choosing the right technology, brokers and carriers need to familiarize themselves with the pain points at each step of the benefits lifecycle and have a value proposition that corresponds.

Watch this best practices webinar to learn new insights, tips and sales tools for positioning benefits technology to your potential and current employer groups.

What you will learn:

What questions to ask to uncover the key pain points and unmet needs benefits tech solves for

When to pitch a best-in-class solution vs. when all-in-one HR systems will do

The most common objections employer groups have and the proof points to combat them

Top challenges sales reps face in finding the right benefits solution for a client 

Key requirements and capabilities employers should consider when comparing solutions 


Nancy Sansom

Chief Commercial Officer, PlanSource

Nancy Sansom is the Chief Commercial Officer for PlanSource. In this role, she leads marketing, go-to-market strategy and partner development. She has nearly 20 years of experience running successful product and marketing organizations in the HR and benefits technology space, and she also has direct experience managing HR and employee experience.

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