Benefits Compliance Risk Assessment Software Tool

Benefits Compliance Risk Assessment Software Tool

Interested in Winning New Business and Separating Yourself from Competitors?

 

We offer a tool that allows you to email or insert a link for prospects where they answer benefit compliance assessment questions.  Upon evaluation, the system assigns a risk score and provides needed actions for the client to be in compliance within minutes. When you’re looking to get your foot in the door with a new prospect, it can be difficult to know which compliance regulations they are familiar with and what you need to do to get started. 

That’s why we created this compliance risk assessment tool that lets you answer questions about which regulations they have in place and what compliance efforts they have taken to date. It automatically generates a customized risk analysis for prospects so that you can quickly determine compliance readiness and strategy. The compliance risk assessment tool will tell you what compliance risks are associated with the prospect and how to best address them. 

This is a great way for brokers to show their prospects their “at-risk” score for an audit by the DOL or IRS. Now, you have a reason to present your solution to ease their pain. Reports are branded automatically with your logo, not ours making your business stand out. You can email the report or better yet, use it for a reason to set up a follow-up appointment to get your foot back in the door. 

Best of all, it’s Free!

Get your Benefits Compliance Risk Assessment Software Tool Today by calling for the demo.

Grow with Us

Grow Your Business

We offer value added services on a personal scale. We are a true one-stop provider who still believes in having a live person answer your phone call.

We Help You Win New Business

The compliance risk assessment tool will tell you what compliance risks are associated with the prospect and how to best address them. This is a great way for brokers to show their prospects their “at-risk” score for an audit by the DOL or IRS.

You're the Hero, Not Us

We make our partners look like heroes. To do this, we provide branding assistance, service consultancy, and value-added services to help you succeed in your businesses.

We do it Your Way

Flexibility and adaptability. We do business your way, the way you treat your customers, and the way you want to be treated.

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Questions? Let us Know, We are Happy to Help.

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