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.
Interested in winning new business? We can help! We offer a compliance risk assessment software tool that allows you to personally brand and get an immediate analysis of clients risk for an audit. 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