If you aren't talking to your clients about technology, someone else is.

Start the conversation

If you aren't talking to your clients about technology, someone else is.

Start the conversation

If you aren't talking to your clients about technology, someone else is.

Start the conversation

If you aren't talking to your clients about technology, someone else is.

Start the conversation

We're here to help you win.

We strategically partner with benefit consultants to deliver intelligent, flexible technology solutions and services that streamline and automate benefits administration, HR & compliance processes for employers.

Our partners are brokers who deliver true value, acting as benefit consultants to their clients. They bring the best solutions to their clients and want the best technology strategy in their toolbox. They don’t want to license benefits technology or manage it in-house, relying on tactical partnerships instead.

We’re here to help you win.

We strategically partner with benefit consultants to deliver intelligent, flexible technology solutions and services that streamline and automate benefits administration, HR & compliance processes for employers.

Our partners are brokers who deliver true value, acting as benefit consultants to their clients. They bring the best solutions to their clients and want the best technology strategy in their toolbox. They don’t want to license benefits technology or manage it in-house, relying on tactical partnerships instead.

We’re here to help you win.

We strategically partner with benefit consultants to deliver intelligent, flexible technology solutions and services that streamline and automate benefits administration, HR & compliance processes for employers.

Our partners are brokers who deliver true value, acting as benefit consultants to their clients. They bring the best solutions to their clients and want the best technology strategy in their toolbox. They don’t want to license benefits technology or manage it in-house, relying on tactical partnerships instead.

No compromises necessary. Best-in-breed platforms at a fraction of the cost.

Your clients aren’t all the same, and neither are their technology needs. With our approach, you aren’t tied to a single platform, which allows you to remain flexible enough to deliver solutions based on your clients individualized needs.

Our unique “no license” method provides you with access to all of our benefits technology platforms while removing burdensome buy-in fees from the equation and eliminating the need for you to hire or dedicate staff to manage the technology.

No compromises necessary.

Best-in-breed platforms at a fraction of the cost.

Your clients aren’t all the same, and neither are their technology needs. With our approach, you aren’t tied to a single platform, which allows you to remain flexible enough to deliver solutions based on your clients individualized needs.

Our unique “no license” method provides you with access to all of our benefits technology platforms while removing burdensome buy-in fees from the equation and eliminating the need for you to hire or dedicate staff to manage the technology.

No compromises necessary. Best-in-breed platforms at a fraction of the cost.

Your clients aren’t all the same, and neither are their technology needs. With our approach, you aren’t tied to a single platform, which allows you to remain flexible enough to deliver solutions based on your clients individualized needs.

Our unique “no license” method provides you with access to all of our benefits technology platforms while removing burdensome buy-in fees from the equation and eliminating the need for you to hire or dedicate staff to manage the technology.

Our process

  • Engage

    We're hands on from the very start of the technology conversation, extending our expertise to evaluate key challenges the employer is looking to solve for.

  • Discovery

    We take a deep dive and perform a needs assessment to identify the solution that will be the best fit for the employer.

  • Demo

    During an interactive platform demo, we give the employer a firsthand look into both the employee and administrator user experience.

  • Deploy

    A dedicated client service team is assigned to implement the solution, and provide ongoing service and support.

  • Engage

    We're hands on from the very start of the technology conversation, extending our expertise to evaluate key challenges the employer is looking to solve for.

  • Discovery

    We take a deep dive and perform a needs assessment to identify the solution that will be the best fit for the employer.

  • Demo

    During an interactive platform demo, we give the employer a firsthand look into both the employee and administrator user experience.

  • Deploy

    A dedicated client service team is assigned to implement the solution, and provide ongoing service and support.

Perks of becoming a partner

01

Access best-in-breed platform solutions with zero upfront investment

(That’s right, no buy-in fees!)

02

Deliver only what's best for your clients

When you’re not tied to a single solution, a more tailored approach becomes possible because you are enabled to engage in the technology discussion with your clients’ best interests in mind.

03

Keep on doing what you do best

Your clients love you for the services you provide. But poorly executing a technology solution can change that. Why mess up a good thing? Avoid disruption altogether when you work with a trusted technology partner.

An extension of your team

Stay focused on the delivery of employee benefits while giving your clients the best of technology – without all the heavy lifting.

  • No software to license
  • No staff to hire
  • No monthly minimums
  • No implementation fees
  • No renewal fees
  • No support fees
  • No training fees

Perks of becoming a partner

01

Access best-in-breed platform solutions with zero upfront investment

(That’s right, no buy-in fees!)

02

Deliver only what's best for your clients

When you’re not tied to a single solution, a more tailored approach becomes possible because you are enabled to engage in the technology discussion with your clients’ best interests in mind.

03

Keep on doing what you do best

Your clients love you for the services you provide. But poorly executing a technology solution can change that. Why mess up a good thing? Avoid disruption altogether when you work with a trusted technology partner.

An extension of your team

Stay focused on the delivery of employee benefits while giving your clients the best of technology – without all the heavy lifting.

  • No software to license
  • No staff to hire
  • No monthly minimums
  • No implementation fees
  • No renewal fees
  • No support fees
  • No training fees

Shift from defense to offense.

Start capitalizing on opportunity to attract, win, and retain business with technology.