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
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.
- 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.