Broker Bulletin
Businessolver announcements, information & resources
July 2023

July Think & Clink Recap
Relive the event, or discover what you missed on our July 13 session
Thank you to everyone that joined us for our AI-focused Think & Clink on July 13! If you couldn’t attend the session, here’s a quick recap of what was discussed below.
- Utilizing AI in client benefits strategies offers many competitive advantages such as increased personalization, data-driven decision making, increased efficiency through automation, and an increased client member experience.
- Benefits personalization is critical for increasing employee engagement, and AI (specifically chatbots) can provide 24/7 availability to get client member questions answered, increased self-service resolutions, and provide the personalized recommendations they are looking for.
- It’s important to demystify AI to clients to overcome their objections. Some things to consider when dealing with a hesitant client include addressing concerns about less tech savvy members using it, and ensuring confidence by discussing security measures that are in place.
Check out a quick recap of what we covered, and enter your information to get on the list for our next Think & Clink.
Save the Date: September 28 Think & Clink

Showcasing our Consumer Experience Team
Check out the latest roundtable to understand how we support customers in optimizing their experience within our benefits technology
Businessolver has developed a specialized consumer experience team in 2023 to ensure optimization across all channels of our benefits technology, Benefitsolver®. Using research and data discovered by our UX team from more than 400 users, we have implemented an upgraded and optimized portal design to help members get to the information they need when they need it. Get a behind the scenes look during our latest client roundtable as our CX and UX team leaders show both the why and how to ensure our clients get the most out of our configurable system.


A Match Made in AI Heaven? ChatGPT + Sofia = Benefits Powerhouse
Learn more about our industry-first partnership with ChatGPT
Businessolver recently announced our new partnership with ChatGPT. We’re leveraging some of that tool’s natural language processing, sentiment analysis, transcription services, and search capabilities to ramp up Sofia’s ability to continue providing a +90% same-day resolution rate with even more accuracy. Check out our latest blog to discover more of the details between our partnership.
What’s New in Compliance?
Washington Cares Act contributions set to begin
Effective July 1, 2023, client employers with employees in Washington (state) will need to begin withholding employee premiums to the Washington Cares Fund. These funds, set at 0.58% of an employee’s gross wages, will be reported and submitted quarterly to the Washington Cares Fund, similar to how paid leave contributions are reported. Initially set to roll out last year, withholdings were delayed to work through contested aspects of the program. For more information on this program to inform your clients, check out this page.
Changes to 1-9 remote verification
Many client employers have relied on COVID relief allowing employers with remote workers to utilize a virtual I-9 verification process to review and confirm new hires’ required documents. This relief allowing the virtual review is ending, and your clients should work with their appropriate counsel to determine their next steps, including a change to ongoing employment document review and a need to perform in-person reviews of the documentation for those hired under the virtual review. Virtual inspections must cease before August 1, 2023, and in-person reviews for those hired since March 2020 whose forms were virtually inspected are to be completed by August 30, 2023.

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A Peek at Our Pinnacle Partners

Financial solutions for secure tomorrows
Watch this short clip to learn how Securian Financial and Businessolver can help your clients’ organizations to provide comprehensive benefits strategies and support their employees’ financial protection goals with exceptional service and enhanced technology experiences.

Providing flexibility and an innovative solution for underutilized benefits
PTO Exchange is an innovative cloud-based platform that allows client employees to self-direct unused vacation time to other things of value—including personal finance needs and preferred causes—all while differentiating your you clients’ businesses and providing a flexible tool for HR and Finance.
Together, Businessolver and PTO Exchange provide a streamlined, empathetic experience. By allowing client employees to use their benefits the way they need, that can be found where they already go to engage with benefits—within Benefitsolver. PTO Exchange enables your client employers to take a benefit they are already offering to their employees and transform it into a flexible solution that fits the needs of many different workers, all while keeping costs for HR teams low and reducing liability for Finance teams.
Resources and Upcoming Events
Sun, Sand, and Savings: 3 Expert Tips to Make the Most of Your Clients’ HSAs and FSAs this Summer
Summer is heating up, which makes it a perfect time to remind your clients about the importance of using their HSAs and FSAs for essential medical costs. Read our latest blog on how to help your clients reduce financial stress by using their funds to simplify spending on all their favorite summer items.
5 Ways for Benefits Professionals to Prepare for Annual Enrollment
Annual Enrollment is just around the corner for many of your clients, which means it’s never too early to start preparing them for a smooth enrollment season. Read our latest blog on five ways that that you can help your clients get ready for AE this year.
11 Reasons Why Healthcare Navigation is the Best Defense Against Surprise Medical Bills
With employee medical costs on the rise year after year, your clients need a better way of navigating through their benefits to get the best possible care at the right price. Discover the benefits that healthcare navigation tools can provide for your clients by reading our blog below.

20-minute Live Demos
Get an inside look at Benefitsolver with one of our upcoming live demos. Register below to choose a date that works best for you.