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Broker Support

We work with you to develop a long term voluntary benefit strategy that exceeds your clients’ needs while saving you and your team time. As product and carrier experts, our team manages the RFP process, negotiates with carriers to provide best-in-class products for your client, and closes the deal.

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RFP Services

Our team streamlines the time-consuming RFP process to save you, your clients, and your prospects time and money. Let us manage the RFP process, negotiate with carriers to provide best-in-class products for your client, and close the deal.

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Project Funding

We work with voluntary benefit carriers to develop a mutually beneficial strategy that helps offset the costs associated with a large benefit administration build.

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Our dedicated team of experts leverages advanced technologies through platforms such as HubSpot and Selerix to provide your clients with detailed data analytics, a superior enrollment platform, and a streamlined employee experience that is effective and easy to use.

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Targeted Employee Engagement (TEE)

Targeted Employee Engagement (TEE) leverages psychographic profiling and behavioral science to enhance benefit communications and increase engagement in benefit programs through targeting messaging segmented by the employee’s demographics, values, and more.

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