Here are strategies brokers can use to guide employers through the process, overcome resistance, and ensure successful implementation of platforms like Benefits 365.

1. Overcoming Resistance to Technology

Resistance to adopting benefits technology often stems from fear of the unknown or concerns about disruption to established processes. Brokers can address these concerns by emphasizing the tangible benefits of platforms like Benefits 365:

• Highlight Time Savings: Demonstrate how automation reduces administrative burdens, such as enrollment, compliance tracking, and communication, freeing up HR teams to focus on strategic initiatives.
• Focus on Employee Engagement: Explain how user-friendly interfaces and 24/7 access to benefits information empower employees to make better decisions, improving satisfaction and utilization.
• Provide Real-World Examples: Share success stories or case studies from similar organizations that have implemented Benefits 365, showcasing measurable improvements in efficiency and employee satisfaction.

By framing technology as a solution rather than a challenge, brokers can help clients see the value and ease their apprehension.

2. Simplifying Onboarding

The transition to a benefits platform like Benefits 365 doesn’t have to be complicated. As a broker, you can streamline the onboarding process to ensure a smooth rollout:

• Step-by-Step Guidance: Break the implementation process into manageable steps, from data migration to system testing and employee training. Providing a clear roadmap helps employers understand what to expect and reduces anxiety.
• Customized Onboarding Plans: Tailor the onboarding process to the specific needs of each client, taking into account their workforce size, industry, and current benefits setup.
• Leverage Platform Support: Many platforms, including Benefits 365, offer built-in support resources like tutorials, FAQs, and customer service teams. Encourage clients to utilize these resources for added assistance.

Simplified onboarding not only accelerates adoption but also positions brokers as proactive and reliable partners.

3. Training HR Teams for Success

For benefits technology to be effective, HR teams must be confident in using the platform. Brokers can play a pivotal role in training HR teams to maximize the platform’s potential:

• Hands-On Training Sessions: Offer workshops or live demonstrations to show HR professionals how to navigate the platform, manage enrollments, and access analytics.
• Role-Based Training: Tailor training sessions to different roles within the HR team. For example, benefits administrators may need detailed training on system functionality, while managers might focus on high-level reporting and insights.
• Provide Ongoing Support: Stay available for follow-up questions or additional training sessions after the platform is live. Regular check-ins ensure HR teams feel supported and confident.

Effective training ensures that HR teams not only adopt the technology but also use it to its full potential, ultimately benefiting both the employer and their employees.

The Broker’s Role as a Trusted Advisor

Navigating the shift to benefits technology is about more than just introducing a platform—it’s about building trust and fostering long-term relationships. By guiding clients through the adoption of Benefits 365, brokers position themselves as strategic advisors who provide more than just benefits packages; they offer solutions that drive efficiency, engagement, and satisfaction.

When employers feel supported and confident in their transition to technology, they are more likely to embrace innovation and view their broker as an invaluable partner. This strengthens client relationships, improves retention, and sets brokers apart in a competitive marketplace.

What's Next

Educating employers about benefits technology is an essential part of a broker’s role in today’s evolving benefits landscape. By addressing resistance to change, simplifying onboarding, and training HR teams, brokers can ensure their clients successfully adopt platforms like Benefits 365.

This proactive approach not only enhances the client experience but also cements the broker’s position as a forward-thinking, solutions-oriented partner. By helping employers navigate the complexities of benefits technology, brokers can drive meaningful results for their clients while building stronger, more lasting relationships.