Expert guides, templates, and automation strategies to help you work smarter
Create a searchable, reusable plan library that speeds up proposal creation. Learn organization strategies, naming conventions, and template systems.
Share benefit proposals securely with clients and team members. Learn about share link types, access controls, and engagement tracking.
Set up multi-user workflows for broker teams and agencies. Learn about organization management, role-based access, and shared case management.
Compare PEO master health plans, model admin fees, and calculate total cost of PEO arrangements. A complete guide for benefits brokers working with PEOs.
Calculate accurate employee payroll deductions for health insurance. Covers weekly, bi-weekly, semi-monthly, and monthly pay frequencies with examples.
Learn how to audit carrier invoices, verify enrollment counts, catch billing errors, and reconcile invoices against quotes.
Copy data from any source—Excel, carrier portals, PDFs—and paste directly into your benefits tool. Smart paste maps data automatically.
Calculate and present employee cost differences between current and proposed benefit plans. Make plan changes tangible with per-employee impact analysis.
Explore contribution and enrollment choices in a safe working copy, then deliberately adopt the recommendation you are ready to deliver.
Master the art of benefit quote analysis with systematic approaches that save time, reduce errors, and help you build winning proposals.
Organize renewals, revisions, and exports with a reusable case library process that scales across teams.
Create professional employee benefit guides with our step-by-step template. Includes branding, FAQs, enrollment instructions, and export options.
Validate carrier quotes against invoices, detect mismatches quickly, and protect renewal recommendations with audit-ready analysis.
Bring in source files, work a recommendation safely in Scenario Manager, and deliver client-ready materials from one case.
Bring source files into a reviewable case, work the recommendation safely, and deliver client-ready materials from one approved case.
Compare manual Excel spreadsheets with automated benefit comparison software. ROI analysis, pros, cons, and recommendations.
Design and sell complete ancillary packages with dental, vision, life, disability, and voluntary benefits.
Use a repeatable presentation structure to handle objections, deliver recommendations, and close renewals.
Understand how level-funded plans work, who they fit best, and how to evaluate risk, refunds, and stop-loss terms.
Learn the key ACA, rating, and compliance differences between small and large group health insurance markets.
Understand how modern tools extract data from carrier PDFs automatically. Behind-the-scenes look at Google DocAI and ML models.
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