Enrollment systems

With the release of PlanSource’s Copernicus, benefit administrators are praising the automated features that make their job less stressful.

Benefit election variations across leading job sectors point to a need for better education from advisers and employers on product selection.

With the release of PlanSource’s Copernicus, benefit administrators are praising the automated features that make their job less stressful.

To improve their clients’ experience, advisers should focus on outcomes — not technology.

Employers should prioritize employee communications, perform face-to-face re-enrollments each year and measure results.

A voluntary specialist, Charlotte Santa Cruz provides extensive, industry-leading enrollment and claims assistance to clients.

Avoid longer conversations about automating the benefits enrollment. They won’t work in the adviser’s — or the client’s — favor.

Doing so allows HR managers, employees and brokers to map out the best course of action for workplace benefits, related employee communications and engagement goals.

Analytics and cloud services offer more meaningful data to decipher better plan choices.