Test the software against real tasks
Ask to see an employee find a policy document and the information needed to make a claim. Ask to see an administrator update a member record and correct a mistake. Check accessibility, permissions, exports and the work needed to keep information current.
If enrolment, payroll connections or total reward statements matter to you, ask for a demonstration of the exact version you would receive. Record anything that needs manual work, a separate service or further development.
Agree the service behind it
Who reviews the cover? Who deals with an insurer query? Who prepares the renewal? A software demonstration does not answer those questions. Ask for the responsibilities in writing, including work that remains with your organisation.
Our broker-selection guide and 51-Week Benefits Broker Standard give you questions to use in that discussion. The Standard records Alltoogether's expectations; it is not an accreditation of a software product.
Compare the arrangements you are offered
Compare separate software and broking arrangements with any combined proposal against the same list of tasks. Ask what is included, what needs additional work, how responsibilities are divided and what happens if you change one supplier. Get the terms and any charges in writing.
Check the information boundary
Ask what employees can see, what administrators can see and which information the provider or broker receives. Request a demonstration of access restrictions. Do not assume that a wellbeing check-in or a benefits portal makes an individual's health information available to their employer.
Discuss your requirements
Alltoogether is a UK employee-benefits broker. Our service explanation describes how we approach the relationship. Bring the tasks you need covered and ask us to show what is available for your arrangements before deciding.