A great way for benefit brokers to add new clients and retain current ones is to go beyond a consulting role and bring technology to those clients. Selecting the right partner is key, says Joe Donlan, president of ConnectedHealth, which is based in Chicago.
Brokers, who have a history of providing great service and finding ways to reduce costs, cant be an expert on everything. Thats why they need to find likeminded technology partners not vendors Donlan says. A technology partner and broker should have the same goals, such as easing the administrative burden and creating great capabilities that enable employees to shop for benefits, he says.
