Benefit Solutions for Brokers and Agents

Are You Keeping Up With the Changing Benefits Landscape?

The insurance world isn’t what it once was in the glory days. Brokers and agents alike are feeling the pressure from things like…

  • Shrinking commissions paid out by the carriers
  • Direct competition from carriers
  • Web-based sales from public and private exchanges
  • New age brokers built on technology
  • Payroll companies becoming brokers

Technology can help you build and retain market share.

Overcome the challenges of today’s insurance industry with a partnership and solutions that help clients and their employees interact with benefits in an easier, more meaningful way.

See Our Solutions in Action

EverythingBenefits is Your Hub for End-to-End Benefits and Insurance Technology

This is software for insurance brokers that can be integrated with your existing offering and business processes, and deployed modularly or as a full benefits suite. Some of our solutions that are typically popular with brokers and agents like you include:

Benefit Enrollment   Benefit Enrollment and Administration - Help clients take the paper out of open enrollment, life change events, and new employee enrollments while enabling them to effortlessly manage plans and premium contributions. While you, as the broker, get insight into it all and have the ability to effortlessly tie in voluntary benefits.
Carrier Connect   Carrier Connection – Within two weeks, establish a connection to insurance carriers that automatically delivers clients’ benefit enrollment and administration data for ANY size company.
Cobra Compliance   COBRA Administration – Eliminate your need for a third party administrator (TPA), and help clients automate all things COBRA from eligibility tracking to notices and payments to coverage timelines, and make compliance easy.

Help clients manage benefits in an easier, more effective, and meaningful way…

Request a Demonstration

Benefits Broker and Agency Technology Partnership

We provide a unique partnership geared towards benefits agencies and brokerage firms that help companies like yours:

  • Create stickier relationships with clients and reduce churn
  • Boost revenue and expand your offering
  • Advance their business with technology
  • Reduce operating costs
  • Provide a frictionless benefits experience for clients

Our partner network is expanding rapidly with companies just like yours leveraging our technology for their clients.

Learn About Our Broker Partner Program

The Partnership "Benefits"

Your company not only gets access to best-of-breed, enterprise-class benefits solutions for any size company, but we also provide a number of tools, resources, and support to help you more effectively run your business.

  • Agency management add-ons like document signing, CRM, and more
  • Sales tools and marketing materials
  • Configurable knowledge bases for customer self-help support
  • Best practice documentation
  • Monthly partner strategy calls

Our success is contingent on the success of your agency, so we have created a truly unique partnership to help ensure you succeed.

Speak with a Member of our Sales Team

Carrier Connection Solution Guide
COBRA Administration Handout
EverythingBenefits Demo