We built this vendor-agnostic framework for a continuing education session at the Employee Benefit Institute Annual Meeting.
Now we’re sharing it with everyone. A practical evaluation guide covering the questions to ask, the answers to listen for, and a scoring tool to compare what you heard.
WHAT’S INSIDE
- 30+ questions across eight evaluation areas, with clear guidance on what strong answers look like
- A dedicated IT readiness section you can hand to your security team before they ask for it
- A scoring tool for comparing vendors side by side after conversations wrap
- Guidance on evaluating internal builds against what production-grade benefits AI actually requires
