Proposal Suite

  • Digital Plan Marketing - Streamline your renewals with dynamic plan comparison reports and live contribution modeling. Download more info here

  • Benefit Booklet Builder - Automatically create, manage, and store customized client open enrollment booklets. Download more info here

Proposal & Insights Suite

Everything in the Proposal Suite plus...

  • Benchmark Edge - Help your clients identify gaps in their plan designs by using data specific to their industry, size, plan type, and region. Download more info here
  • Compliance Analyzer - Protect your clients with sophisticated compliance management tools, covering areas like ACA analysis and ERISA. Download more info here

Full Consulting Suite

Everything in the Proposal & Insights Suite plus...

  • CFO Insights - Leverage Comprehensive reporting and benchmarking to evaluate the financial health of your clients' benefits strategy. Download more info here
  • Sales Advisor - Win prospect meetings with powerful tools and templates to gain control of the sales process.  Download more info here
  • Employee Surveys - Uncover the insights your clients need to help their employees succeed. Download more info here


Code SixFour makes its much easier to service my clients.  The system helps me to easily generate enrollment booklets and I can run monthly claims reporting for specific self-funded or level-funded clients.  My clients love it. I cannot say enough good things about Code SixFour.

— Andrea Bond
Group Benefits Account Manager, BHS Insurance

We recently engaged with the CodeSixFour platform. Our experience could not have been better. The system has been as great to work with as the team has been and we are already very active and using the resources that are now available to us. We would recommend (and have) Code Six Four to any agencies looking for a solution in this space.

 Kevin Ritchie
Chief Business Officer, Brio Benefits Consulting