Never enter census data manually again – employee, dependent and election info can all be imported with one upload. Make changes/additions with ease through our centralized, employee database.

Access carrier quotes & plan info as well as employer & census data all in one centralized location. Easily create comprehensive proposals with informed market recommendations based on existing policies or new employer needs and requirements. Go from quote to proposal in less than 5 minutes.

You have full control and can add your branding and custom layout to all client-facing documents. Proposals, Quotes and Benefit Summary documents are easily generated and stored in the system – no copy/paste required.

Mass upload carrier commission reports. Accessible from one central location, it’s a breeze to stay on top and ensure nothing slips through the cracks.

Empower your clients with a self-service portal where they can view and download plan documents as well as request changes or seek additional assistance – all without picking up the phone.