Top 10 tips for switching ben admin providers

In this episode, we’ll discuss tips for switching benefit administration providers. From evaluating new vendors to ensuring a smooth transition for employees, Lisa Bauer, director of implementation here at WEX, joins us as we cover practical tips and expert insights to make the changeover as seamless as possible.

Podcast Guests: Lisa Bauer, Director of Implementation

0:26 Episode intro
1:00 Time to switch ben admin providers
2:20 Initial steps
4:08 Most important factors to consider
5:54 How to overcome transition processes
8:24 Communication during the transition
10:35 How to manage timelines
13:00 Data integrity during the transition
16:00 Features and tools to enhance your benefits program
19:00 Collaborating with new ben admin provider
22:00 How to evaluate success of switch
24:15 Additional tips