Software Platform

Proprietary Software Solution That Puts You In Control

Easily manage your clients’ benefit needs and deliver results in real time.

Deliver faster results to help clients make better decisions in less time shortening the renewal cycle

Model options and strategies in real time in client meetings - wow your clients

Provide clients with all of their plan details, costs and quotes in a transparent cloud-based portal, available 24/7

Manage the entire client lifecycle from strategic planning through renewal all in our portal with no paper or binders

Update and iterate easily during the renewal process and plan marketing in seconds

Have a complete case history within the portal and at your fingertips, making it easier to collaborate and train

View management reports of all account data in real time, from any device, wherever you are

Transform Your Benefits Business Into The Digital Age

Start the digital transformation.