Brokers know this all too well: every client is different. One has a workforce spread across multiple locations; another is a lean team that prizes simplicity. Some want bells and whistles, others just need the basics (done right). The challenge? Recommending a benefits administration platform that works for all of them—without creating more headaches for you. 

The right technology isn’t just a tool—it’s the backbone that supports your client relationships and your reputation. Let’s talk about what to look for in a platform, the red flags to avoid, and how to make sure you’re set up to meet your clients where they are—today and in the future. 

1. Flexibility: One Size Doesn’t Fit All (and That’s a Good Thing) 

Your clients don’t want to hear “Sorry, the system can’t handle that.” They want a platform that adapts to their business model, workforce size, and industry-specific needs—whether they’re a five-location manufacturing company or a fully remote startup. 

A strong benefits platform should offer: 

• Configurable plan designs and workflows (because no two clients are the same) 
• The ability to manage both simple and complex benefits structures 
• Support for fully insured, self-insured, and hybrid plans 
• Tools for different workforce types (deskless, remote, seasonal) 

Selerix is built for this kind of flexibility—configurable, scalable, and ready to handle the unique challenges brokers and their clients face. But the real point here: you want a platform that bends to fit your clients, not the other way around. 

2. Compliance Tools: The Quiet MVP 

Let’s be honest: nobody gets into benefits because they love compliance. But ACA, COBRA, and state-level mandates aren’t going anywhere—and neither are the risks of getting them wrong. 

When evaluating a platform, make sure it has: 

• Built-in ACA tracking and reporting 
• COBRA administration capabilities 
• Tools to manage eligibility, notices, and filings 
• Data security protocols that protect sensitive information 

These aren’t “extras”—they’re must-haves. Selerix happens to check all these boxes (and we back it up with expert support). But no matter what platform you recommend, don’t settle for anything that leaves your clients vulnerable or puts you in the hot seat. 

3. User Experience: Because If It’s Clunky, It Won’t Get Used 

Let’s be real: even the most robust platform is only as good as the experience it delivers. If HR teams find it frustrating, or employees struggle to enroll, adoption suffers—and so does your credibility. 

Look for: 

• Intuitive, mobile-friendly interfaces for employees and HR 
• Decision support tools that guide users, not confuse them 
• Clear dashboards and reporting that help HR stay in control 
• Accessibility that works across devices and browsers 

Selerix has invested in a modern, user-friendly experience, but don’t take our word for it—ask vendors to show you how their platform looks and feels. A demo is worth a thousand feature lists. 

4. Integration Capabilities: Play Well With Others 

A benefits platform doesn’t operate in a vacuum. It needs to connect seamlessly with payroll providers, HRIS systems, and carriers to avoid data silos and manual rework. 

When comparing platforms, ask: 

• How do integrations work? Are they API-driven, or do they require file feeds? 
• What carriers and payroll systems are supported? 
• How are updates and maintenance handled? 
• Can the system scale as clients grow or add new partners? 

Selerix offers robust integrations and a strong track record of adapting to client ecosystems. It’s a critical factor to weigh—because smooth integrations mean less time troubleshooting and more time focusing on your clients’ bigger-picture goals. 

5. Support and Service: The Human Factor 

No platform is perfect. What matters is how quickly and effectively you and your clients get help when you need it. 

Questions to ask: 

• What’s the implementation process like? How long does it take? 
• Who provides support—dedicated teams or a call center queue? 
• Is there training for brokers and clients? 
• How are updates and new features communicated? 

At Selerix, we pride ourselves on being more than just a vendor—we aim to be a true partner, with dedicated broker resources, ongoing support, and a service-first mindset. But whether it’s Selerix or another provider, you deserve a team that stands by you when the road gets bumpy. 

The Bottom Line: Choose Technology That Makes You the Hero 

The best benefits platform is the one that helps you deliver value to every client—whether they need a simple plan or a complex solution with all the bells and whistles. Look for flexibility, compliance, usability, integrations, and support—and make sure the platform grows with you, not against you. 

Selerix is built to meet brokers where they are and help them serve clients of all shapes and sizes. But whatever platform you recommend, the goal is the same: help clients build benefits strategies that attract talent, engage employees, and protect their bottom line. 

Want to learn more about matching the right benefits solutions to your clients’ needs? 

Download The Broker’s Guide to Recommending Benefits for practical tips, tools, and insights that will help you become the go-to advisor your clients rely on—year-round.