PLATFORM OVERVIEW
Broker Sales Professionals
A new way to work. The only platform that helps you grow in an era of change. More effectively connect, educate, and engage employees.
We’ve partnered with many of the largest brokers in the country
What do employees get?
Employees in cases get a company-branded mobile benefits app that can be loaded with educational content and benefits resources for employees including:
- Summary of Benefits Plan & Coverage
- Product Brochures & Rate Sheets
- Video Content
- Rate Sheets
- Contact information for benefit advisor(s)
Appointment Scheduling Tools
Streamline open enrollment and save time
Digitize the employee benefit experience during enrollment, service, and renewal.
Reduce benefits questions for HR by providing all benefits materials in a mobile benefits app
Engage employees with digital brochures, videos, ready-to-download content, and more.
The only platform that helps you grow
in an era of change
Learn how the Benefits Zone platform will increase employee engagement, streamline the benefits education process, and drive more premium.
Agents can track, monitor, and manage employee engagement with benefits
Easy-to-Use Agent Interface
Agents access valuable employee engagement insights from the Dashboard
Data-Driven Tasks
The platform aggregates thousands of data-points that are transformed into actionable tasks to help agents serve employees and drive enrollment.
Flexible Case Management
Log tasks, notes, and monitor employee activity as they engage with the mobile benefits app before, during, and after open enrollment through a case-specific dashboard.
See our customer stories
Whatever your strategy, Benefits Zone equips you and your team with the tools to succeed.
Easy setup & implementation
Benefits Zone isn’t only easy for employees to use, it’s also easy to set up for your existing and new cases. Here’s our five-step guide to implementing Benefits Zone.
Initial Setup
BSP or Broker Coordinator initiates the case setup process
Configuration
Documents, links, collateral, and company logo are uploaded from the desktop dashboard
QuickStart
BSP consults with the Broker and HR to review a sample text campaigns and asks the employer to complete a brief form
Census Upload
BSP, Broker Coordinator or HR can upload an employee census file through a secure portal
Launch
The case-specific mobile benefits app is ready to launch
See the platform in action
Learn how the Benefits Zone platform will increase employee participation, engagement, and streamline the benefits education and enrollment process.