Benefits Think Use technology to support and complement HR and benefit advisers — not replace them

Published 3 Min Read

In an ever-evolving benefits market, the race for new clients is often determined by who can deliver the most robust benefit technology system. But don’t let the allure of something new and shiny steal the show — and lose the invaluable personal touch.

In the past 15 years, digital benefits systems have gone from lumbering, high-maintenance databases to slick, video-accompanied tech options complete with smartphone apps that allow employees to self-enroll without assistance. For the employer and broker, the perks of embracing technology are almost innumerable in terms of reduced workload, fewer errors and a better billing experience. But can technology explain why an HSA makes more sense for a family, or which benefit model an employee should choose and how it will work?

Charlotte Santa Cruz
Founder

Charlotte Santa Cruz is founder of Santa Cruz Insurance Group.


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