Leveraging data & technology backed by human expertise to maximize your portfolio performance

Create your 120 day growth plan

Let’s maximize your portfolio peformance while streamlining your workflow.

Your dedicated Broker Success Manager will work with you to effortlessly implement our 120 day plan. Our goal is to maximize your revenue opportunity, increase efficiency, and group satisfaction. We achieve this by utilizing our suite of tech solutions below.

Pipeline Managment

Our Broker Success Manager's will help you get ahead while maximizing your revenue opportunities.

Worksite Benefits

Round out your clients benefit portfolio with products like Accident, Disability and Life insurance while adding bottom line revenue.

Ben Admin setup

We setup and deploy ben-admin systems for you. Employee Navigator, Ease, and many more availible.

Custom Enrollment Communications

We create sleek and simple communications pieces for you! Everything from Benefit Booklets to SMS campaigns.

Payroll Intergrations

Eliminate work for your clients by setting up payroll integrations were possible.

Benefit Box© Enrollment Sites

Each client receives a Benefit Box©, a customized enrollment site which houses all benefits material as well as a scheduler for 1on1 enrollment sessions.

EDI Setup

Minimize input tasks and errors by utilizing direct carrier feeds.

Nationwide Benefit Counselors

We utilize a on-demand team of benefit counselors available nationwide to educate employees and increase participation.

A Few of Our Notable Partners

Our Partners experience

Benefit Box has helped me streamline and scale my buisness. With the Benefit Box suite of services, I am able to provide my clients with a unique benefits enrollment experience. The Benefit Box team has helped me maximize revenue from existing business as well as onboarding new clients. This partnership has allowed me to focus on building my relationships and prospecting new buisness.

- Kyle R.

Group Benefits Broker

Benefits Open Enrollment was always stressful for me and my staff. Before Benefit Box, I struggled to track down my employees and have them complete paperwork. Benefit Box provided us with a tailor-made simple to use enrollment site which changed the way we completed Open Enrollment. My employees were able to view the benefits material on their phones and then schedule a time with a benefits advisor to complete their enrollment.

- Debra B.

Human Resource Director

Accessing Benefit Box was super easy! I was able to review my benefits information at my leisure as well as select a time to conveniently speak with a Benefits Advisor.  Having the ability to have a real-time interaction with me and my wife over a video call was truly impressive.

 

- John R.

Employee

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We deploy texts messaging campaigns to increase your reach.

Ben-Admin Technology creates great data, well help you utilize it.

Digital presence with a human touch, we pair people with technology to make benefits expierence easier.

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