Choosing the Right Enrollment Platform for Your Clients

Finding the right enrollment technology for your client can be an intimidating task. Just do a quick Google search, and you’ll see how many options are available.

And, odds are, you probably have a few emails in your inbox from sales reps wanting a few minutes of your time to talk about their enrollment software.

There are many great platforms, but which is best for your clients?

We’re continuing our series on tips for a more effective enrollment by diving into what you should look for in enrollment technology.

Integration with Carriers and Systems

One of the first things to confirm with an enrollment platform is if they can integrate with your client’s carriers and their current administrative systems.

Having a partner who can work with incumbent providers makes enrollment much smoother. And having a process to share enrollment data will reduce manual labor for your client and give them deeper insights into participation numbers.

Ease of Use

Every client has different enrollment requirements. However, self-enrollment has become an even more popular way for employees to elect benefits. Choosing the right platform is critical if your customer wants to offer self-enroll.

A platform should be easy for employees to access and use. For example, many enrollment technology companies offer smart assistants to help employees pick the right benefits plan for themselves and their families.

Several enrollment platforms offer benefits administration technology as well. If your client needs support with a new ben admin system or one that integrates with enrollment, research companies that provide enrollment and administration support may be worth your time.

If you plan to have a team of benefits counselors assists with enrollment, you’ll want an accessible platform for them to learn and utilize.

Reporting and Analytics

The process after enrollment is one of the most important for you and your clients. Accessing analytics to see employee engagement during enrollment can help you and your client sees if tweaks need to be made to your current benefits offering.

A platform that provides a deep dive into the numbers can give you and your client the knowledge to be more strategic in future enrollments.

We Can Help

Finding the right enrollment platform isn’t something you need to do on your own.

Our team has experience working with many times of software and groups, so we can help you find what’s best for your client.

So, let’s talk and see how we can help make this enrollment season better for you and your customers.