Avoid errors in plan administration and reduce the time needed to complete each task with BenefitsGuide's pre-defined structured workflows that automatically assign workflow tasks to the right person at the right time within your broker office. View the status of these structured workflow processes with real time task status reporting and dashboards. To learn more, click here.

BenefitsGuide's Employee Benefit Portal uses intelligent business logic to determine which plans to expose, when and to whom. BenefitsGuide calculates an employee's date of eligibility and their cost per pay period for each plan offered. BenefitsGuide allows clients to manage the entire process of open enrollment online. To learn more, click here.

Manage employees, check status of ongoing work, allocate broker office workload, monitor workflow progress, and identify good prospects with the wizard based reporting and dozens of pre-built reports loaded into BenefitsGuide. View the report details or use BenefitsGuide dashboards to measure business as a glance. To learn more, click here.

Reduce the number of incoming client service calls that your office receives with BenefitsGuide's member transaction based automated email communication to your clients' group benefit administrators and their employees. Proactively communicate benefits to clients and their employees, provide forms needed for plan administration, links to search provider networks, information about value added services included on their plans and much more. To learn more, click here.

Increase new business sales by differentiating your brokerage from the competition using the BenefitsGuide value added services. Identify good prospects using the Report Wizard and HTML email tracking. To learn more, click here.