BENEFITS-ADMINISTRATION5 MIN READ
Keep a broker recommendation from becoming a shadow decision
Use DACI language to clarify vendor input, decision authority, and next steps for a benefits change.
Leo L Benefits Broker D Define role A Ask evidence C Close path Late recommendation 20 sec Broker pressure A broker recommends adding a plan rider and offers to tell the carrier the company approves today. The vendor may be right, but approval needs internal ownership. 48 hrs carrier filing window 1 internal approver needed
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