Brokers know that the right data can help them deliver a better client experience and drive new business opportunities. Unfortunately, getting clear, accurate, and real-time insight into valuable client enrollment and participation data is usually time-consuming — if that data is accessible at all. The process often requires visiting and separately logging into each employer group’s benefits administration website and toggling back and forth between platforms. The result is often wasting time to get the most basic or superficial status information or an unclear picture of the overall situation of any group. All of this means brokers are losing opportunities to be trusted advisors to aid their clients and unearth insights that can help brokers expand their business.
Imagine the time savings and effectiveness if brokers had a single view into all of their employer groups. Imagine being able to view — all from one sign-on — participation status, employees whose enrollment matters need attention, and contact information. That’s what Selerix’s new portal delivers.
Selerix’s new Broker Portal is a single sign-on gateway to a comprehensive and user-friendly platform that simplifies benefits management and administration for brokers. With a few clicks, brokers have a wealth of information about every client group, down to the individual employee level.
Based on suggestions from brokers about platform features they’d find most helpful, the new Selerix Broker Portal offers a streamlined interface that makes it easy for brokers to manage every aspect of their clients’ benefits plans. From enrolling new employees to tracking changes in coverage after enrollment and during the year, the portal provides real-time updates, so brokers can stay on top of any changes or pending enrollments.
Brokers can see, for example, how many employees in any group have enrollment opportunities that are currently pending underwriting approval, what those employees’ current and future payroll deduction amounts are, and what their future benefits will be if they are approved for the plan. This not only saves time but also ensures that clients always have the most up-to-date information, giving brokers more resources and more time to help their clients, which is what they do best.
“Our new Broker Portal is designed to empower benefits brokers by providing them with seamless access to comprehensive client information in real-time,” said Selerix CEO Tim Pratte. “We heard loud and clear from our broker partners that it’s time-consuming to juggle multiple logins and platforms.”
And, it’s not just about seeing the numbers; it’s about acting on them. From the same dashboard, brokers can pull reports, dig into open enrollment details, manage pending changes, and click directly to the Selerix implementation-management dashboard. Here, brokers and their clients can see every step of the Selerix implementation process, during initial implementation and throughout the year and later enrollments. It tracks all of the tasks that Selerix, the broker, and the employer are each responsible for, to deliver full transparency on outstanding items.
“We’re enabling brokers to focus on what they do best: Be trusted advisors to their clients,” Pratte said. “This portal not only enhances operational efficiency but also strengthens relationships through improved communication and support, ultimately transforming the benefits experience for everyone involved.”
About Selerix
Selerix is an industry-leading benefits administration provider for both core and voluntary benefits. Its solution combines a flexible benefits admin platform with a commitment to providing best-in-class client service. In addition, the Selerix platform includes ACA reporting and employee engagement to deliver a fully featured, all-in-one package. Trusted by brokers, carriers, more than 21,000 employers, and nearly 14 million individuals, the Selerix mission is to deliver benefits administration solutions that simplify and empower. To learn more, visit selerix.com.
