Harness the power of employee benefits content to drive growth through engagement and education.

• Content Library
  • Trusted compliance guidance on everything relating to ERISA, DOL, ACA, FMLA and COBRA
  • Comprehensive HR resources that offer insights to your employee benefits clients into everything from hiring and onboarding to offboarding and terminations
  • Promote a greater understanding of open enrollment, benefit plan options and other key employee benefits topic
• Content Delivery
  • Get instant content recommendations based on specific account information
  • Access pre-made Zywave content groups based on the most popular topics and tag your favorite resources and store them in one convenient location
  • Reach a greater audience with the ability to instantly share content to your social media platforms
• Content Management Systems (CMS)
  • Keep your agency content organized by tailoring the way you access and interact with it
  • Grow your business and stand out from the competition with the ability to easily brand your content

Better serve your clients & your bottom line by providing added tools and resources.

• Client Self-Service Portal
  • Put more time back in your day by allowing your clients to self-serve and find the answers and information with on-demand resources
  • Attorney-backed resources you can feel confident in with content specific to ACA, COBRA and more
  • Built within an intuitive and easy-to-use platform that allows you to customize the portal experience for each of your clients
• People Management
  • Streamline workflows by providing your clients with the applications and resources they need to effectively manage their HR functions
  • Provide your clients an on-demand service to answer their HR questions and reduce their administrative burden
• Learning Management System
  • Extensive course catalog that is continually reviewed, updated and expanded with hundreds of courses in categories like Diversity & Ethics, General Workplace Safety, Workplace Harassment & Violence
  • Track and meet compliance standards for government-mandated training requirements with robust reporting that ensures employees are engaged

Streamline mission-critical workflows - all the way from prospecting to renewals - to fuel organic growth for your agency.

• Marketing Automations
  • Save time and increase reach with tailored, timely communications to your entire book of business
  • Reach your target audience with dynamic lists for specific groups or individuals based on location and other demographics
  • Measure the effectiveness of any given email campaign
• Lead Generation
  
  • Supercharge your marketing strategy with insurance profiles and insights gathered and interpolated from dozens of data sources
  • Create an intelligent prospecting strategy, finding qualified leads based on the industry’s largest variety of criteria
  • Easily engage with prospects by managing and exporting lead lists
• Quoting & Proposals (CPQ)
  
  • Identify the right carriers and the right plan designs to meet the unique needs of your clients and prospects
  • Instantly access pricing direct from numerous carriers, streamlining the RFP process no matter what plan design your employer requires
  • Deliver quotes to employers within proposal presentations that are professional, custom and created in minutes

Drive growth and help clients control rising health care costs with data claims analysis.

• Uncover hidden health care costs and educate your clients on the right coverage
• Model potential plan design changes to showcase your value and knowledge as a trusted advisor
• Deliver targeted cost-saving solutions for your clients
• Identify Health Plan Cost Drivers
• Help Employees Get More Out of Their Healthcare Dollars
• Renewal Estimator
• Customizable Reporting
• Comprehensive Benchmarking