The do’s and don’ts of getting smaller employers to move online

Posted by Alex Tolbert on Jun 23, 2017 8:08:24 AM

Check out this column in Employee Benefit Adviser:

When it comes to deploying online benefits software for small employer clients, there’s a right way and a wrong way to do it.

First, the wrong way. Despite what most advisers think, they should not:

  • Hold a luncheon or some other type of seminar to inform clients about the software
  • Have a pre-renewal meeting with the client to discuss going online or demo the software.
  • Roll out the software well in advance of the client’s upcoming open enrollment.
  • Bring up going online until you meet with the client to present their annual health insurance renewal.
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Tags: broker software, health insurance brokers, HR, hr software, broker, online benefit administation, going online, employee benefit adviser

What brokers need to know about licensing benefits software

Posted by Alex Tolbert on Jun 21, 2017 8:47:18 AM

Check out this column in BenefitsPro:

Choosing a benefits administration platform for your agency? There are seven criteria brokers use to compare benefits software, and we’ve covered the first four — company background, benefits-centric vs. employee-centric, funding methods and integrations — in previous columns.

The fifth criteria brokers should use to compare benefits administration platforms is the vendor’s licensing model, or how your agency will pay for the product and what the license includes.

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Tags: broker software, health insurance brokers, HR, hr software, broker, online benefit administation, benefitspro, license agreement, licensing

How brokerages can overcome internal difficulties with new ben admin

Posted by Alex Tolbert on Jun 19, 2017 7:52:15 AM

Check out this column in Employee Benefit Adviser:

More and more brokerages are going online with benefits administration technology. While not all systems or implementations are created equally, there are similarities to the implementation process no matter which vendor a brokerage chooses.

In addition to implementing with clients and prospects, which most agency leaders think about a lot, it is important to get implementation right within a firm’s own ranks.

Once a brokerage chooses a system, job No. 1 will be implementing it within its internal team. Just like anything new that a company tries to introduce, there will be some colleagues who are more in favor of the change than others. Adopting an online benefits platform will prove to be transformational for any agency, but just like any change, it will involve an exercise in change management by leadership.

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Tags: broker software, health insurance brokers, HR, hr software, broker, online benefit administation, going online, employee benefit adviser

Communication biggest open enrollment challenge

Posted by Emily Kubis on Jun 16, 2017 9:41:32 AM

Use multiple channels to improve messaging

A new report from Employee Benefits Adviser shows that planning and designing employee communication campaigns lags behind other open enrollment readiness activities. 

Through the EBA survey, employers rated themselves on various open enrollment activities, and communication readiness received the lowest score, representing a clear opportunity for improvement. This is on top of the fact that 49 percent of employees say making health insurance decisions is always “very stressful,” according to the Society for Human Resources Management. 

Brokers can use this opportunity to further demonstrate their value to clients. Encourage employers to start early and use multiple channels of communication to improve messaging and open enrollment success.

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Tags: broker software, open enrollment, health insurance brokers, brokers, HR, technology, hr software, broker, online benefit administation, benefits administration, software, going online

How to boost ancillary revenue with a benefits administration platform

Posted by Emily Kubis on Jun 14, 2017 10:36:06 AM

Maximize ROI through voluntary options

The voluntary benefits market has seen consistent growth in recent years, and the growth is expected to continue as employers compete for Millennial employees in a robust obs market. According to Willis Towers Watson, 92 percent of employers believe ancillary benefits will be important to their recruitment over the next five years.

For brokers, voluntary benefits will also be important in maximizing the value of a benefits administration platform. While many brokers see the move online as an opportunity to gain new business, the key to getting the most out of your platform is implementing it with current clients. 

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Tags: broker software, health insurance brokers, brokers, HR, technology, hr software, broker, online benefit administation, ancillary benefits, voluntary benefits, benefits administration, software, going online, revenue

Integrations—what every broker wants

Posted by Alex Tolbert on Jun 12, 2017 9:48:43 AM

Check out this column in BenefitsPro:

“I need it to integrate."

These five words are said by every health care broker and HR manager when discussing HR software. Whether a system integrates and how it integrates is discussed on every single discovery call with every HR software vendor. Because the answer is complicated, the ensuing conversation often leaves no one satisfied. It’s frustrating!

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Tags: broker software, health insurance brokers, HR, hr software, broker, online benefit administation, benefitspro, integrations, integrate

New payroll integration: Paycor

Posted by Coby Randles on Jun 9, 2017 11:24:57 AM

Paycor

We have just announced a new payroll integration with Paycor and would like to share the new partnership with you! Paycor is a national payroll company headquartered in Cincinnati, OH and we could not be more excited to be working with them.

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Tags: broker software, health insurance brokers, brokers, HR, employees, employer, technology, hr software, broker, online benefit administation, benefits administration, integrations

Do I have to attend BerniePortal training?

Posted by Emily Kubis on Jun 9, 2017 9:31:16 AM

Why we prioritize face-to-face platform training

We occasionally receive questions about why we conduct BerniePortal’s broker training in Nashville. We have broker partners all over the country, and we know everyone is extremely busy. But robust, in-person training is key to your success with our product, and we have never heard a partner leave training disappointed.

We believe the decision to go online with BerniePortal is likely one of the top two or three decisions facing your firm over the next few years, and we think that decision needs a foundation of effective and comprehensive training. 

Our model is one of true partnership—when you buy BerniePortal, you aren’t just getting software. We’re as committed to you as as you are to your own clients, and our training process is a big piece of that.

Here are a few of the benefits of our training sessions in Nashville:

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Tags: broker software, health insurance brokers, brokers, HR, technology, hr software, broker, online benefit administation, training, benefits administration, software, going online, broker training

Bought the wrong HR platform? Don’t panic.

Posted by Emily Kubis on Jun 7, 2017 11:20:18 AM

Making a switch? Download our new e-book.

Picking the wrong benefits administration platform is incredibly frustrating. We know the possibility of a limited return on investment is what keeps many brokers from going online in the first place. That said, it does happen, and it can be truly painful to invest time and money in new platform and have it not live up to your expectations.

Understandably, that experience can leave brokers wary of seeking out another benefits administration platform, but inertia can make a bad situation worse. Remember, at the beginning of this process, you saw enough value in getting your agency online to embark on and complete the buying process. That value still exists, but you may need to find a different vendor to help you find it.

As disappointing as it can be to pick the wrong platform, many brokers have been in your shoes. We wrote this guide to help agencies work through this process. Don’t let one bad experience impede your plans of less paperwork, more efficiency, and more value for you, your agency and your clients.

So if you’re feeling like you may have picked the wrong platform, don’t panic.

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Tags: broker software, health insurance brokers, brokers, HR, technology, hr software, broker, online benefit administation, benefits administration, software, going online, wrong platform, switch platforms

Utilizing BerniePortal's features on the go with the iPhone app

Posted by Coby Randles on Jun 6, 2017 9:47:37 AM

iPhone App

77% of Americans own a smartphone and this number continues to grow each day. Employees constantly rely on their smartphones to access important information on the go. BerniePortal’s iOS app allows you to review all benefit elections that have been made, complete onboarding by using your camera to upload important hire documents and check your HSA account balance.

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Tags: broker software, health insurance brokers, brokers, HR, employees, employer, technology, hr software, broker, online benefit administation, benefits administration, features, iphone app, iOS

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