A Complete Benefits
Lifecycle Solution

All your documents, data, and direct communication in
one modern interface.

How You Benefit

Balance cost, quality, and communication with a solution that works for both your payroll and your people. From annoying middleman to trusted advisor, we’re redefining what it means to be a modern broker.

All Your Benefits Docs in One Place

Out of the inbox, mailbox, Dropbox - and into a single repository. Never lose a critical benefits document again. Oh, and ditch the paper benefits guides in Microsoft Word.

Legal and compliance-related documentation, including SPDs
Insurance applications and 3rd party vendor contracts
Digital Benefit Guides – by Lumity

A Digital Paper Trail With Your Account Team

Multiple questions, issues, and stakeholders involved? Track an issue, tag a carrier rep, and follow each issue through to completion with your dedicated account manager.

Know Where You Stand on Cost and Quality

See how your benefits stack up against thousands of companies. Get deeper insights to drive an effective renewal strategy.

Digitized Invoices, Across All Carriers

See a snapshot of your carrier invoices, including current versus retroactive amounts, on a month-to-month basis for finance and accounting.

Built in employee surveys for more customized input into benefits coverage and quality
Benchmarked cost curves for ‘like’ companies in your size and industry