All rights reserved. Our broker partners say the nicest things! As a reseller, you are tech-savvy and want to provide your clients with hands-on service. Your ability to reconcile carrier bills against enrollments and payroll quickly is the key to being able to recover premiums from carriers, employers and employees. Have a listen. At PlanSource, we don't compete against brokers. Tabulera benefits administration software for brokers trusted by clients of: Employee benefits broker software. In this model, PlanSource provides certified training and tier two support to the partner as needed. ... Zywave’s recent Broker Services Survey found that now the majority of employers expect their benefits broker … Meet the visionaries responsible for our strategic direction. ... Free Rippling BenAdmin software for your current clients. Using Zywave’s Agency Management System allows you to: Staying up-to-date on a wide range of employee benefits topics can be difficult and time-consuming. BerniePortal uses its own enrollment and eligibility database to natively generate 1094-C/1095-C reports, removing third-party vendors from the process altogether. Deploy our benefits enrollment software for your entire book of business — whether a group has 250 or 50,000 benefits … Zywave’s benefits solutions can help you exceed your clients’ expectations by establishing yourself as a reliable benefits expert and trusted business consultant. Administrator a Registered Administrator. Overview Careers Customers Brokers Partners Eclipse Conference News Blog Team. Software licensing options for brokers, re-sellers and independent software vendors who wish to deliver a profitable benefits enrollment solution to their clients. Technology licensing options for brokers, Full service call center support solutions, COBRA, leave billing and retiree administration, Solutions for benefit advisors and resellers, Benefits administration for state, municipal. It allows HR teams and brokers to manage employee benefits—from health insurance to 401K—in one system. It’s Time to Move Benefits Administration Out of Spreadsheets! Payment services provided by Tabulera, Inc. DBA Tabulera, Inc. Provide more options and communicate plan details in an organized and digestible format. Benefits administration for manufacturing, Benefits administration for consumer brands, When people come together and work toward, Our core purpose is making a difference in the lives and, Our purpose is making a difference in the lives and in the. Zywave's employee benefits software provides employee benefits brokers and insurance agencies with solutions they need to grow and service their client base. Tabulera helps brokers, employers, AHP's and PEO's to streamline full-cycle employee benefits administration for processes previously unsupported by technology. See more about benefits administration … Don’t waste time with duplicative data entry - BerniePortal collects employee information and automatically populates it onto relevant new hire forms, like W-4s and I-9s, for you. For Brokers that already have benefits enrollment covered, EverythingBenefits can expand capabilities with automated solutions, including COBRA, ACA Compliance, Benefits Reconciliation, Benefits Invoicing, and more. If your customers are happy, nothing else matters. In this one-page summary, agents will learn the top five benefits pain points, how PlanSource provides value and corresponding questions to ask your clients. The EverythingBenefits partnership program enables Brokers to excel as strategic advisors while offering unmatched and comprehensive benefits solutions needed for long term client success, WE HELP BROKERS DELIVER EXCEPTIONAL VALUE. Streamline the expensive, labor-intensive process of benefits administration and provide your clients a seamless enrollment process for year-round benefits at every stage. Easily collect and review election forms and communicate eligibility and plan details to employers, employees, and carriers to streamline enrollment. Learn more, These logos are the registered trademarks of their respective companies and do not represent an endorsement of Tabulera, Remove the burden of manual benefits administration. In this model, PlanSource provides tier one support to employers and employees. Rippling is the #1 Benefits Administration Software. Carrier and HRIS connections to coordinate important data flows. Automatically capture carrier list-bill invoices and create self-bills from enrollment systems, Avoid costly benefits management mistakes by reconciling enrollments, payroll deductions, employer contributions for each employee against carrier Invoices. Book a demo today. Additionally, BerniePortal provides 1094-C/1095-C mailing services to ensure you get the right documents to the right employees at the right time. All-in-one Platform. Our solutions integrate with your offering - so everything is in sync, reflecting a Single Source of Truth and letting you stay on top of every aspect of your clients’ benefits operating framework with ease. Relieve yourself of the burdens of managing and reconciling data from multiple platforms and streamline your work with Tabulera. We provide you with the training, support and tools to control your own destiny! Learn more, Create and publish consolidated invoices in PDF and .xls formats. Learn about the recent, Deliver benefits your way, using our technology. Zywave offers the industry’s most expansive employee benefits content library that will help you build your expertise using: Enrolling and onboarding new employees can be an administrative burden. For brokers that generate and exceed certain business thresholds, PlanSource rewards the partnership with pricing and service benefits. Learn more, Create, generate and send carrier EDI enrollment feeds. Save more time with administration and accounting. Multiple platforms mean multiple sources of workflows. Contain Costs. © 2020 EverythingBenefits. PlanSource doesn’t compete against you – in fact, we’ll help you sell new lines of business into your existing customers. PlanSource offers an Elite Partner Program that caters to the top performing insurance brokers and consultants. Configuring, pricing and quoting new business and renewals is often tedious, manual and inefficient. Meet the industry experts leading the charge. to reseller roundtable for unlimited access, © 2020 PlanSource | HR and Broker Support 877-549-8549 | Sales 877-735-0468, PlanSource Gives Brokers Plenty of Benefits. Benefix will find the best benefits for your small business. helps you: Find an affordable solution for consolidated billing & carrier payments. Unique and powerful suite of software to run your entire business, brought to you by a company with the long term vision to transform. Identify variances quickly and track to resolution. Something went wrong while submitting the form. Tabulera helps brokers, employers, AHP's and PEO's to streamline full-cycle employee benefits administration for processes previously unsupported by technology. Price configuration, quoting, & plan marketing, Full lifecycle relationship management system, Unprecedented insights into agency performance, Insurance Focused Leads for Smarter Prospecting, Streamline employee benefits sales, quoting, renewals and consulting, The go-to platform that simplifies how you quote small commercial business, Your online enrollment and support platform, Curated content for your benefits practice, All the employee benefits resources you need in one place, Drive growth with health claims & health care cost analysis, Identify and quantify P&C cost savings for your clients, Win more business using an automated proposal generator to create professional presentations in minutes, Transform the way you quote new groups by automating small group quoting and offering carrier-direct level-funded or self-funded benefit options for larger groups, Help employers select the right benefits strategy for their business and understand how different plans will impact their business, Cut out the manual time spent creating enrollment books with an automated booklet builder that generates enrollment guides, content and legal notices, Help clients maximize their benefits offerings using comprehensive reporting and benchmarking, Reduce errors by managing client and prospect data in one place, Track the activity of your clients and prospects, and gain insights into the workflows needed to make your business more successful, Simplify how you organize your files by managing, editing and accessing your information in one, centralized location, Discover new ways to manage your sales opportunities and pipeline to drive growth, Eliminate the hassle of managing and configuring various benefit plan options by housing them in one location that can be integrated with other Zywave solutions, Expedite the entire RFP process by automating your workflow to create industry-leading RFPs in minutes, Compliance guidance on everything around ERISA, DOL, ACA, FMLA and COBRA, HR insights to assist clients with hiring, onboarding, terminations and everything in between, Tips, guides and resources to build a greater understanding of benefit plan options and other key employee benefits topics, Content to help your clients foster a culture of health and wellness, Communications tools that help clients educate and inform their employees about open enrollment and benefit plan options, Reduce errors, missed tasks and redundant work, Ensure that your clients’ employees feel confident and informed about their benefits selections, Create and maintain lasting connections by allowing an unlimited number of clients to access a 24/7 portal for HR tasks, employee reporting and PTO tracking.

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