6 unconventional questions to ask when choosing a benefits tech provider

A traditional request for proposal from a broker to a technology company may include some 400-plus questions about systems, mobile capabilities and the technology. But, there is more to choosing a provider than technology. Nancy Sansom, chief marketing officer at HR technology provider PlanSource, believes questions should also be asked about the company’s culture, investment in its people and the tech firm’s core competencies. She shares six questions that should be asked in any RFP.

Integration is complicated and some systems, particularly on the carrier side, can be decades old and not cover all lines of coverage, such as medical, dental and voluntary. If a tech provider doesn’t understand benefits data exchange and core competency, it will be a bad experience for clients and employees.