This platform was designed by brokers, for brokers, with a simple goal in mind: to help you navigate and conquer the dynamic marketplace of selling employer benefits. By leveraging our integrated suite of features, we want to get you out of the business of managing paperwork so you can focus on doing what you do best: fostering new relationships, strengthening existing ones, and helping your clients make the best purchasing decisions for their families.
- Role based access for every resource
- As an Agency user, achieve transparency into the activity of the Brokers and Account Managers within your organization.
- As a Broker user, manage your book of business by establishing benefit packages and servicing employee needs.
- As an Account Manager, support multiple Brokers with a suite of time-saving tools.
- A single source of record for every employer in your book of business.
- Seamlessly onboard employer and employee information.
- Manage the demographics, census and class structure of your clientele.
- Reduce crunch time during busy season by bringing clients onto the platform mid-cycle.
- A portfolio of benefits from the nation’s leading providers.
- Shop from a wide variety of categories spanning medical, tax-saving and ancillary plans.
- Create custom benefit plans specifically tailored for every employer’s needs.
- Deploy a variety of rating methodologies spanning from Age-banded, Tiered, HHS composite premium and State composite rating.
- A benefit package tailored for every employer’s needs
- Establish a digital benefit package with real time benefit quoting.
- Define employer-specific configurations regarding waiting periods and contribution strategies.
- Preview the live open enrollment user experience for your employer.
- A seamless open-enrollment experience for every client and their employees
- Empower smarter employee elections with our intuitive decision support system and online shopping experience: no paperwork required.
- Track employee engagement and elections in real time via dashboards and reports.
- Better service employees with administrative-based access that allows the broker to elect plans on behalf of employees.
- Year-round engagement with employers and employees.
- Make changes to employee coverage via life status changes or utilizing our Back Office administrative suite.
- Access and schedule a variety of reports to aid in tracking enrollments, carrier billing and general compliance.
- Encourage employees to download our mobile app (iOS/Android) and take their benefits information on the go.
…and that’s not all. Extend the usage of the platform and better engage with your clientele by perusing and purchasing from our suite of premium applications. Access our App Marketplace to browse and shop a variety of advanced features that will optimize both you and your Employer’s benefits and compliance management.