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Improve agency workflow and document management while providing your clients with a comprehensive employee benefit portal.

There is a strengthening trend today that could leave many brokers in a difficult position. To greater differentiate insurance brokerage firms, a greater emphasis is being placed on the brokers for value added services, such as employee benefit self service systems and HRIS products.

Many insurance brokerage firms do not have the financial or technical wherewithal to internally develop such systems. As a result, they either continue to rely on relationships to maintain business - a dubious strategy with the increasingly competitive marketplace - or consider a third-party solution.

However, until , third-party solutions were too expensive for many insurance brokerage firms to consider. Now, for as little as $99 per month, you can provide your clients with a powerful, easy-to-use web-based solution that can help insulate your valuable clients from the continual marketing attempts of competitor brokerage firms.

      Product Highlights

• Client Management

• Issues / Claims Management

Document Management

Enrollment Management

Electronic Distribution

HR Communication

Employee Communication

Internet Portal / Intranet

• And more…

 


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