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    Picture of Sarah Weinstein

    Sarah Weinstein

    Sarah leads the BerniePortal marketing team. She writes about benefits administration, HR technology, and more.
    Increasing customer service with benefits technology
    By Sarah Weinstein on March 6, 2017

      An addition to a hands-on approach When discussing online benefits technology, we often hear brokers say “I don’t want to go online, I like to...

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    New book offers how-to guide for health insurance brokers adopting online benefits technology
    By Sarah Weinstein on February 13, 2017

      Check out the press release   Endorsed by brokers and thought leaders across the country, the book guides brokers through selecting and...

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    Zenefits has largest layoff ever
    By Sarah Weinstein on February 9, 2017

      Are tech companies still a threat to brokers? Zenefits announced this morning they are laying off 45% of their employees in a memo obtained by...

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    3 Compliance changes for 2017
    By Sarah Weinstein on January 11, 2017

      Changes to be aware of  Every year more benefits advisors are being forced to become compliance advisors. While there are many changes certain...

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    Benefits technology predictions for 2017
    By Sarah Weinstein on December 7, 2016

      What's next in 2017? 2016 was a big year for benefits technology, but 2017 will be even bigger. Threatened by Zenefits and changing times and...

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    IRS delays 1095-C reporting deadline
    By Sarah Weinstein on November 23, 2016

      IRS announces extension The Internal Revenue Service announced this week they were extending the deadline for employers to distribute 1095-Cs...

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    3 Reasons brokers can thank Zenefits
    By Sarah Weinstein on November 15, 2016

    What Zenefits taught the insurance industry This year brokers have gone from fearing Zenefits to gladly watching their missteps. While Zenefits...

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    The greatest misconceptions about going online
    By Sarah Weinstein on November 4, 2016

    How to avoid these common mistakes Are you bringing your clients online this year? For many brokers adopting technology for the first time this...

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    3 mistakes to avoid this Open Enrollment
    By Sarah Weinstein on October 31, 2016

    Avoid these common mistakes It’s that time of year again - open enrollment is in full swing. If you’re like most brokers, your days are long and...

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    How brokers can compete with Zenefits' new product
    By Sarah Weinstein on October 21, 2016

    Zenefits launches Z2 While it’s been a tough year for Zenefits, they are attempting a comeback with the launch of a redesigned and expanded...

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