The roundtable will share Selerix research on employee benefits enrollment and equip brokers with practical strategies to help employers improve satisfaction, retention, and employee trust. Discussion will focus on reducing benefits confusion through clearer communication, personalization, multi-channel outreach, and stronger compliance education around ACA and COBRA.

Participants will also explore how to use a “Report Card” framework to assess employer readiness, avoid common enrollment pitfalls, and connect benefits education to better business outcomes.

Additionally, the session will address the emerging role of AI in benefits administration—highlighting both its potential and its risks. Brokers will examine how AI impacts employee guidance, where compliance and fiduciary exposure may arise (particularly around ACA and COBRA), and why grounding AI in real employer data, eligibility, and plan rules is critical to ensuring accuracy and trust.