Don't miss a deadline or notice. Improve accountability with a comprehensive, living calendar fine-tuned to the nuances of your benefit program, with alerts to both you and your broker or consultant.
No more irrelevant mass email. Get compliance guidance that contains only relevant information, customized to your specific benefit program.
Easy, secure communication with your broker or consultant to get answers to your compliance questions. Every compliance question tracked and answered fast.
Keep track of all your benefit plan details in the same place as your broker or consultant. No misunderstandings. No miscommunications.
The smarter your software is, the smarter you will be. Better decisions in less time. Consider your benefits compliance risk managed.
Help your firm's teams learn from each other and save time. A firm-wide tracking system and searchable database of compliance questions and answers boosts productivity, improves precision of compliance answers, and ensures you never lose track of anything.
Be indispensable. Show your client employers how you can see around corners by giving each one an individualized, comprehensive, living compliance calendar that alerts you to compliance deadlines just before it alerts your client—all private-labeled so you get the credit.
Irrelevant information is worse than no information. Keep clients engaged and not looking at competitors' resources. Integrated email marketing technology enables you to design email campaigns with paragraphs that turn on or off depending on the details of the recipient's benefit plan.
No one likes a 1,500-word email. Keep emails short—just the bullet points—and put the details where people can reference them later while staking out prime Internet real estate for your brand.
Keep track of all client benefit plan details in a client-facing interface. No misunderstandings. No miscommunications.
On-boarding is a breeze. Minimize data entry and downtime with an intuitive, easy-to-use interface.
Brokers or consultants and their clients collaborate on the same secure, cloud-based platform for mutual accountability. Internal peer review process for Q&A fosters accountability across teams in a broker's or consultant's firm. Accountability reduces risk.