The questions your team needs answered before you commit
lmost every AI vendor in benefits says it can answer employee questions accurately. Far fewer can prove it with your plans, your eligibility rules, and your workforce.
This vendor-agnostic guide gives benefits and total rewards leaders the questions to ask, the answers that signal genuine readiness, and what IT will need before it signs off.
WHAT’S INSIDE
- What kind of AI you’re actually buying: How to make vendors show that answers change based on an employee’s role, location, and plan eligibility.
- Benefits accuracy under real pressure: How to test COBRA, FSA, HSA, and HIPAA nuance, and mid-year plan updates.
- How to prepare for IT and security approval: What to get from vendors first so procurement takes weeks, not months.
- Frontline and distributed workforces: What to verify for hourly, mobile, and non-English-speaking employees.
- Governance and metrics that matter: Audit trails, correction timelines, and outcome measures beyond session counts.
- The real cost of building in-house: The compliance burden an internal build inherits.
- A ready-to-use vendor scorecard: Compare up to three vendors across eight dimensions.



