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Simplify document compliance for you and your clients


SPD Builder

Set your services apart by using our interactive, online wrap SPD and wrap plan document generator. This tool is maintained by staff attorneys and a major ERISA law firm, making it easy to keep your clients in compliance with SPD and plan document requirements. Provide real-time status updates on document creation by using the tool’s easy-to-use dashboard for brokers and employers.

Compliance Notice Builder

Produce custom benefits notices for any size company, saving hours of time and effort. When laws or corporate circumstances change, simply update the information and generate a new notice instantly. With the Compliance Notice Builder, you’ll have the notices you need in minutes, plus distribution guidelines.

Health Plan Compliance Calendar

By answering a few questions about their health care plan, your clients can generate their own customized compliance calendar. Featuring a rolling list of federal compliance dates, monthly reminders and supplementary resources, your clients will have everything they need to meet upcoming deadlines and generate applicable notices.

COBRA Notices Generator

Satisfying your COBRA notice obligations does not have to be challenging. In a few easy steps, create all six required COBRA notices.


Learn more about the solutions you can provide your clients

Client Cloud Informational Sheet

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