A powerful, flexible small-group rating engine that allows you to deliver from your office or on the road with minimal data entry and easy census upload.
Generate quotes from multiple carriers instantly, select the plans to present, and have a customized proposal in front of your clients in minutes.
Access the most comprehensive set of plan marketing and proposal tools with dynamic plan comparison reports and live contribution modeling.
Creating custom open enrollment booklets can be incredibly time-consuming. Automatically create, manage and store customized open enrollment booklets using our Benefits Booklet Builder.