Zywave recently acquired RateFactory, the benefit industry’s only carrier-direct small group quoting solution, to power the proposal and presentation automation tools within Code SixFour™. Now you can generate proposals for small groups with rates directly from carriers in minutes, positioning your brokerage as the go-to resource for small groups and allowing you to sell and service them better than ever. To learn more, read the news release about Zywave’s recent acquisition of RateFactory.
In today’s tight labor market, employers must have a competitive benefits package or risk losing their employees. Help your clients see how their benefits stack up by using our Benchmark Edge tool.
Creating custom open enrollment booklets can be incredibly time-consuming. Automatically create, manage and store customized open enrollment booklets using our Benefits Booklet Builder.
Health care legislation is constantly changing, and staying up-to-date on the latest compliance obligations can be a struggle for employers. Use our Compliance Analyzer tool to demystify ACA and ERISA requirements.
As health care costs continue to climb, your clients need help managing their health care spending. Leverage the comprehensive reporting and benchmarking in our CFO Insights tool to evaluate the financial health of your clients’ benefits strategy.
Think of all the time you spend on proposals during renewal season. Simplify the entire process by using the dynamic plan comparison reports and live contribution modeling in our Digital Plan Marketing tool.
Tap into more than 50 powerful discovery questions to uncover hidden prospect pain points. Automate client discovery and win more business by using the features available in our Sales Advisor tool.
Employee feedback is invaluable when it comes to designing an effective benefits plan. Use our expertly crafted Employee Surveys to uncover the insights your clients need to help their employees succeed.
Leverage the fastest small group quoting tool with RateFactory. Now you can generate quotes from multiple carriers instantly, select the plans to present, and have a customized proposal in front of your clients in minutes.
RateFactory’s carrier-direct rates means you have instant access to the most current and accurate data. Take advantage of the easy census upload and minimal data entry to provide proposals from the office or the road.