A Benefits Technology
Sales Primer:
 What Brokers and Insurance Carriers Need to Know

Friday, March 16, 2018 at 12:00 PM EST

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What You'll Learn

What are the right questions to ask to address specific pain points within the benefits lifecycle?

What are the most common difficulties in finding the right benefits solution for a client?

What are the requirements to look for when comparing different technology solutions?

What It’s About

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.

In this webinar, we will walk through moments throughout the benefits lifecycle where technology can provide the best experience for employees and the HR teams that support them. We will explore common pitfalls for brokers and carriers that occur when choosing a benefits technology partner, and the system requirements to look for when comparing different technologies. Learn what the most important aspects of a ben admin solution are and how you can help your clients take control over their benefits.

About Our Speaker

Nancy Sansom
Chief Commercial Officer

As CCO, Nancy Sansom leads marketing, commercialization strategy, partner development and other aspects of the PlanSource go-to-market strategy. With more than 15 years of executive leadership experience within high-growth SaaS companies, she excels in marketing, communications, P&L and product management, software design, business development and HR. Prior to joining PlanSource, Nancy served on the senior leadership teams at Benefitfocus and PeopleMatter, leading product strategy and management, marketing, and design. Nancy has also managed HR during her career, so she can relate directly to HR leaders and the challenges that they face attracting and motivating the right talent. Nancy earned her MBA from Carnegie Mellon University.

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