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For the people who run the day to day

The work HR should
not have to chase a broker for

If joiners, leavers, opt-ins and insurer questions keep returning to your desk, the broker relationship is not carrying enough of the work.

This page is for the people services and HR operations team. Not the person who chose the broker. The people who live with the choice, every week.

Get the checklist → How the platform handles employee questions

Built to be forwarded to whoever owns your broker relationship.

We know what your week looks like

For people services, HR operations and benefits administration. Most of this work only becomes visible when someone has to chase it.

Day-to-day administration

  • New starters set up on every scheme, on time
  • Leavers taken off cover so you are not paying for ghosts
  • Opt-ins and opt-outs processed and recorded
  • Salary and bonus changes flowing through to the cover they affect
  • Member data kept clean enough that reporting is not a rebuild

Escalations and reporting

  • Employees asking what their medical cover actually includes
  • The claim query that has stalled and become yours to chase
  • The complex case that does not fit the insurer's form
  • Explaining benefits routes because nobody else will
  • Being the help desk for products you did not choose

Who is doing this work now?

Ten questions. Tick the work that sits with your team, then forward the list to whoever owns the broker relationship. If your broker carries all ten, keep them.

Open the checklist →
51

The work should have a clear owner.
Agreed employee changes, insurer administration and routine benefits questions should not depend on HR chasing the broker for an answer. That is the whole point of a broker.

Last reviewed 29 August 2026

You are not the one who picks the broker.
You are the one who deserves a better one.

The checklist is built to be sent on. Forward it to whoever owns your broker relationship, with one line: "this is the work that keeps landing on us."

Forward the checklist →