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.

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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.

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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.


3x Employee Engagement for Mining Company

Mining company in Idaho sees 3x increase in employee engagement with benefits and more than 3,000 educational touchpoints

Read case study →


163% Year-Over-Year Growth in Annualized Premium

Assisted Living Facility more than doubles annualized premium and employee engagement with benefits information using Benefits Zone

Read case study →


4.16x Employee Engagement for Public Schools

WA Schools Get Better Employee Engagement and Registration with SMS Alerts System During Open Enrollment with Benefits Zone

Read case study →


Bank Realizes 68% Premium Growth Year-Over-Year

Community Bank nearly doubles benefits delivered to employees through mobile benefits app and communicatio platform

Read case study →

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


Documents, links, collateral, and company logo are uploaded from the desktop dashboard


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


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.

Request Demo