Speakers

Brianna Putko Brianna Putko Channel Sales Director | Paylocity
Will Helm Will Helm Enterprise Benefits Technology Advisor | Paylocity
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Payroll Benefits Administration

Win More Business with Integrated TPA + Payroll

How brokers differentiate, retain clients, and simplify the benefits experience.

Today’s employers expect more than disconnected point solutions — and brokers who deliver a simpler, more unified experience are winning more business because of it.

Join us for this partner‑exclusive, 45‑minute live webinar where we’ll walk through how brokers are using an integrated approach to FSA, HSA, COBRA, and payroll to differentiate beyond price, improve client retention, and strengthen their advisor role in a rapidly consolidating market.

During this session, we’ll cover:

  • Shifting employer expectations and why experience is now a key differentiator 
  • Where brokers are winning (and losing) deals in today’s market 
  • How an integrated TPA + payroll approach simplifies FSA, HSA, and COBRA 
  • A live demo highlighting:
    • Enrollment and employee experience
    • Streamlined administration and reporting
    • COBRA workflows and employee support
  • How integration improves engagement, retention, and renewals 
  • Ways Paylocity supports brokers with co branded demos, proposals, and sales support 
  • Live Q&A

This session is designed to be practical and actionable, with real examples and a live walkthrough of what this integrated experience looks like in practice.

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Flexible benefits, anytime, anywhere

Simplify benefits management with an all-in-one platform that connects seamlessly to Payroll. Say goodbye to endless questions about balances and policies across multiple providers. With our Flexible Benefits solution, employees can manage their benefits from one place, while you save time, ensure compliance, and reduce costs. Maximizing third-party administrative offerings has never been easier — for you and your team.

Improve benefits