- We have designed a series of online, customizable communication
tools to help automate client management.
Website Builder - an easy to use custom site
template allows you to offer online access to employee benefit
information, experience reports, and other important resources.
Compensation Statements - quickly produce statements
to highlight all costs and company benefits with a customized
CommCenter - a HIPAA compliant online portal
allows you to exchange PHI and sensitive materials with
your clients and carrier reps.
- From state and federal guidelines to Flex and COBRA services,
you can provide the resources and services needed for your
clients to stay current and compliant.
Subscription Service - an online reference center that offers
guidance and forms for interviewing, hiring, and terminating
Laws and Guidelines - an online reference providing
business owners and managers with easy access to state and
federal employment law overviews.
Enrollment - Automating
enrollment is in high demand. These tools will help streamline
the marketing process while providing a value-added resource
for you and your clients.
Underwriter - our comprehensive online application system for small group underwriting enables you to get group rates much more
quickly and accurately.
Apps - this online form library enables you and
your clients to quickly produce new hire packets or easily
change carriers with basic employee information already
printed on each form.
Enroll - our online employer-to-carrier system for non-health underwritten applications streamlines the enrollment process for both large and small groups.
Service and Support
- We want to provide you with the best industry tools to
offer your clients. What's more, we want to help you sell
In addition to our world class customer support,
we also provide:
Online training classes for our frequent product upgrades.
Customizable print materials such as flyers and brochures.
Online presentation tools that outline talking points
and illustrate services.
newsletter with featured industry articles,
selling tips, product updates, and more.
Product trials for client preview.
Online product presentation videos.
Full Product Outsourcing - let us do the work for you!