Clip | How Does Adoption Happen in the Befits Broker World?
Автор: Plansight
Загружено: 2025-10-15
Просмотров: 10
Change in the benefits world doesn’t happen overnight.
Brokers and their teams are busy. The renewal cycle never stops. And taking time to bring in new technology can feel like just one more thing to manage.
In this clip from The Benefits Broker Boost podcast, Plansight Founder and Chief Product Officer, Steve Overton, shares what he’s learned about change management in the brokerage industry.
Plansight has evolved through years of feedback from brokers who wanted a better way to work, not a completely different one.
That’s why our approach has always been simple:
✅ Make technology fit the broker’s workflow, not the other way around.
✅ Create transparency so teams can collaborate in real time.
✅ Help firms adapt at their own pace without losing momentum.
Change isn’t easy, but the industry is changing. The firms that are embracing technology now are already leading the next chapter of brokerage.
🎥 Watch the clip below to hear Steve’s perspective on how adoption really happens.
🚀 Discover how Plansight can make your workflow smarter.
Learn more: https://plansight.com/demo
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