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 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
Speakers
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.
Essential Benefits for Modern Employers
Embark on a journey through workforce trends! Join our webinar to uncover top trends, explore rising categories and gain partner insights from industry leaders ARAG Legal, Carrot Fertility, Norton LifeLock, and Wagmo. Secure your spot to gain a deeper understanding of the evolving benefits landscape.
Wednesday, March 27 | 1 p.m. ET/10 a.m. PT
HR Perspective: Top Tech to Invest in This Year
As you review your year-end reporting and start thinking towards 2024 Open Enrollment, there’s no time like the present to invest in new, cutting-edge technology. Join us as our own HR leader, Jana Bowman, walks us through her 2023 OE results, new technology she used and what advice she has for other industry leaders.
ACA Survival Training: Reporting, Compliance and More
It’s that time of year again! ACA deadlines are right around the corner and we’re hosting our annual training webinar to help you get prepared. Whether you’re new to PlanSource or have been using our ACA services for years, you don’t want to miss this opportunity to kickstart the ACA season.
September 27, 1 p.m. ET/10 a.m. PT
September 28, 1 p.m. ET/10 a.m. PT