Enroll without the expensive platform
Efficient enrollment without paying for expensive enrollment platforms
For brokers
Design plans live with your clients.
Show the budget and the market benchmark as you build, and hand clients something they'll actually enjoy running.
Show them how this plan compares to the market.
Here it is next to the market benchmark. The budget impact updates as you change contributions.
Benchmark: liveBudget impact: livePlan docs generated
Why brokers use it
Win more groups, and service them faster.
Paperwork that generates itself
Plan docs, COBRA notices, and enrollment materials generate themselves
Something clients enjoy running
Hand clients something they'll actually enjoy running
Transparent while you design
Show the market benchmark, budget impact, and changes transparently as a plan is designed
Setup
Your clients invite you in.
Define monthly employer contributions by employment type, location, age, family size, or union status. Invite your broker and they can help you set this up, or you can use plain language to tell us how you’d like to set up your benefits.
As you set allowances, see how the plan's generosity compares to the market — before you finalize the design.
Budget overviewExample
Monthly budget
$25,000/mo
Benchmark
vs market
What your clients can offer
Every program, set up by asking.
Medical plan
ICHRA budget classes by location, class, and age, or standard employer-sponsored group plan admin.
ExampleGive full-time staff $600 a month toward their own health plan, and $300 for part-time.
Health reimbursement (HRA)
Tax-free health reimbursement, with automatic redaction on every claim.
ExampleCover up to $1,000 a year in mental health and prescriptions, tax-free.
Wellness (LSA)
Lifestyle spending accounts with automated policy checks on every claim.
ExampleAdd a $100 a month wellness stipend for fitness, therapy and childcare.
COBRA
Notices and premiums, automated.
ExampleSet up COBRA so I never write a notice again.
Expense management
Travel and business expenses with per-category caps. Upload a receipt and it fills itself in.
ExampleCap meals at $75 a person and require attendee counts.
Incentives
Sales splits and personnel bonuses, with approvals and employee confirmation audits, payroll-ready.
ExamplePay a $250 referral bonus when a new hire hits 90 days.
Bring your next group.
Show them the budget and the benchmark live, and hand them something they'll enjoy running.