Benefits Marketplace Platform

Choosing A Best-Fit

Whether you’re planning to use a benefits marketplace platform to serve individual, group, or both markets, you need meaningful information to effectively and objectively evaluate vendors.

To get you started down the right path, we’ve created a checklist that can be used to compare the various benefits marketplace platforms available. This checklist includes required benefits marketplace features and functionality and will help you determine which one is the best fit for you.


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Why a benefits marketplace is crucial to broker success

As benefit marketplaces continue to evolve and soar in popularity, brokers will need to quickly understand and embrace how new tech-enabled shopping and enrollment benefit platforms will fit into their current and future business strategy. More importantly, brokers will have the opportunity to use this new technology to differentiate themselves amongst their competitors and enhance the way they’re currently doing business.

If you haven’t started considering that there’s a better way of doing business with the adoption of a benefits marketplace platform, or if you’re waiting to see how the benefits marketplace will evolve with the future provisions of ACA, such as the Cadillac Tax, or other potential regulatory requirements, we’re here to tell you: you’re about to miss the bus.


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A Benefits Marketplace Solution for Independent Brokers

An online platform enabling brokers to manage their Book of Business in one place from quote to enrollment

Our online benefits marketplace solution is available for brokers to begin using—immediately. Over the years we’ve been working with progressive brokers, like you, to build and refine our broker solution. These brokers have been active users of the platform and have provided invaluable feedback along the way. Interested in providing your own feedback? Great! We are invested in your success.

A Benefits Marketplace for Brokers and Agencies

An online platform enabling brokers to manage their Book of Business in one place from quote to enrollment

To retain business and grow revenue, brokers have an immediate need to serve their customers faster and more efficiently, as they continue to meet growing demands. To do this, you need to adapt quickly with single- solution technologies to implement or replace existing systems. Your software platform should simplify the benefits enrollment and management process for you and your clients


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