Own renewal season with the only carrier-direct small group quoting in the market

Eliminate the waiting game to receive benefit plan quotes and details from carriers or third party providers.  RateFactory's ability to immediately populate quotes for individual states automatically flow into Code SixFour's leading proposal (Digital Plan Marketing), benchmarking & analytics, and open enrollment guide (Benefit Booklet Builder) platform.  Learn more below and fill out the form above to see if your state(s) is available!

Key Features


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.