Online Enrollment as a Core Part of Your Agency CRM
Come experience the time savings and simplicity that comes with online enrollment as a core part of your agency CRM.
Online Enrollment the Way It Should Be
EASY FOR EMPLOYEES TO USE
Employees are walked through their enrollment, step by step, with simple to follow instructions.
SIMPLE AND CLEAN USER INTERFACE
A simple and intuitive user interface inspires confidence and eases employee tensions.
PRE-BUILT CARRIER EXCEL EXPORTS
A collection of Excel reports at your fingertips to easily exchange enrollment data with your insurance carriers.
TRANSACTION MANAGEMENT FOR WEBSITE PROCESSING
A bullet proof transaction capture and processing system for agencies that opt to update carrier websites on behalf of their groups.
Extensive Enrollment Support
CORE PLAN ENROLLMENTS
Support for all core plans: medical, medical with ACA rates, dental, vision, and more.
BROAD LIFE INSURANCE SUPPORT
The industry’s deepest support for the multitude of life insurance scenarios from basic to voluntary and beyond.
401K AND RETIREMENT PLANS
401K plans, contributions, safe harbor plans, as well as support for soliciting interest in individual policies such as IRA, term life, etc.
CAFETERIA, EAP AND NON-CONVENTIONAL PLAN SUPPORT
Cafeteria enrollments, support for medical and non-medical contributions, employee assistance plans, legal, pet, and more.
Online Enrollment and Your Agency CRM
A NATIVE PART OF YOUR AGENCY CRM
Leverage the benefits of all the data tracked in your Agency CRM, from policies to rates to benefit spreads and documents.
BENEFIT AND ELECTION DATA AT YOUR FINGERTIPS
Employee dashboards detail all pertinent information from benefit elections, to waiting periods, to payroll deductions, to beneficiaries.
LEVERAGES ALL THE DATA IN YOUR AGENCY CRM
One source of data entry for all Gen4 applications. Never key the same data in twice.
SIMPLE AND EASY TO SETUP
Simple step by step video guides and our team of industry experts makes preparing for a group’s online enrollment a breeze.