Broker Partner Solutions

We build relationships with brokers across the country to deliver innovative products and superior service to your clients.

Innovative Products, Superior Service

The complexity of the regulatory environment, the ever-changing needs of employees and employers, and the sheer volume of information make it difficult for any one person to keep up. We understand the importance of needing a partner who understands the complicated world of employee benefits administration, compliance and HR.

Our Commitment to Helping our Broker Partners

State-of-the-Art Technology

Cloud-based solutions easily create, manage and deliver SPD Wraps, POPs, Employee Notices, SMMs and more. Receive real-time alerts of legal updates.

We adjust service offerings to support your desired strategy

We offer: Pay for services (value add). Charge for services (reseller). Refer Services at a discount. Add any desired number of clients. Build your brand with personalized materials and your logo.

Win New Business with Free Tools

Utilize the Benefits Compliance Assessment tool or the Client Service Agreement tool, complimentary to all brokers. 

Easily Manage Compliance with

AI software tools for required documents & notices. Manage your clients directly from the broker cloud, utilize the Broker Compensation Disclosure tool.

We Make You Look Good

Receive branded updates and our monthly HR Bulletin. Emails are branded with your logo, not ours. We provide legal updates that are instantly delivered to your email. Provide personal touch service like no other.
man leaning back in chair and relaxing
Less Stress, More Time

We do the work on your behalf and treat your clients as though they are part of our family. Now you have the time to focus on building your business and making money. We believe in being transparent, flexible and adaptable. We do business your way, the way you treat your customers, and the way you want to be treated.

We are a true All-in-One solution-based company offering the following services:

Client Service Agreement Tool

Do you have thousands of clients? Are you tired of creating thousands of service agreements every year? Now you can create your agreements for ALL your clients in just minutes for free!

We have created a client service agreement tool that allows you to easily create and manage your agreements all in one place and the best part, it’s free for all brokers.

Client Assessment Tool 

A simple interface allows you to create your service agreement in seconds. You can sync one agreement for all clients or create it individually. Integrate all or one section into the agreement including:

  • Insurance Communications and Claims Assistance
  • Monthly Billing Review
  • Employee Management System – Entry and Accuracy
  • Compensation Disclosures
  • Business Associate Agreement
  • Compliance Acknowledgment and Hold Harmless

Download the Agreement directly or save it in the portal. Contact us for free access or register as a partner, at no cost to you.

HR Professional outsourcing
  • Provide your clients with DOL audit-ready peace of mind solutions.
  • Competitively priced services and products.
  • 18 Years’ Experience.
  • Value-added services.
  • No minimum number of groups is required (1 or 10K).

If referring clients to purchase services, give them the 4-digit partner key you receive after completing registration, so they receive the 5% discount and are connected to you in the system.

95% of our business comes from repeat clients.

Customer reviews

What our customers have to say
"Ken and his team are highly qualified and extremely professional in all they do! Amazing to work with and would highly recommend them to any size of group."
"They are knowledgeable and always willing to help. I lean on them for compliance advice several times throughout the year. They are the BEST at what they do! "
Register as a Partner
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