Benefit Compliance Risk Assessment Tool

Are you interested in winning new business?

how the benefit Compliance Assessment Tool Works

The tool allows you to email or inserts 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.

The Risk Assessment Tool is Personally customized for your brand

Your logo and personal contact information will be included so you have a personalized report. Now you have an opportunity to schedule a meeting with your prospect or client to review the professional report and provide immediate solutions. 

No Headaches or Confusion

  • We have the easiest fee structure in the industry.

Dedicated Account Manager

  • You have your dedicated account manager who has complete authority to make any updates and or changes. No more waiting for answers. Simple Solutions.

We Work for You

  • We do the work for our Brokers and make you look good. Plain and simple. White Label Brochures are also available for your clients.

Win New Business

  • With our Benefits Compliance Assessment Tool. Free of Charge to all Brokers. Find out more by clicking here.

State of the Art Technology

  • Our technology systems are available and work as they should. We do everything in our power to ensure you do not hear complaints from your clients. No more hearing complaints about their cards not working, or systems that are unavailable. 

We Make You Look Good

    • No more worries about what your clients may think about your third party administrator. We have over 15 years of experience and you won’t hear complaints. We take care of your clients that they are part of our family.

Help Your Clients Avoid a Potential Audit by the DOL

Contact Us Today to get free access to the Benefit Compliance Risk Assessment Tool and a Complimentary Training Session

Questions? No Problem!

Give us a call or email with questions. We are here to answer! 385-237-5902 x1or by email.

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