Schedule your 120 plan reveiw

 

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.

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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.