This content package includes:
Streamline your renewals with dynamic plan comparison reports, live contribution modeling and carrier-direct quotes for small groups by RateFactory.
Automatically create, manage, and store customized client open enrollment booklets.
Includes everything in the Quote and Proposal Portfolio, plus....
Help your clients identify gaps in their plan designs by using data specific to their industry, size, plan type, and region.
Protect your clients with sophisticated compliance management tools, covering areas like ACA analysis and ERISA.
Includes everything in the Proposal & Insights Portfolio, plus....
Leverage comprehensive reporting and benchmarking to evaluate the financial health of your clients' benefits strategy.
Win prospect meetings with powerful tools and templates to gain control of the sales process.
Uncover the insights your clients need to help their employees succeed.
“Finally, a system where we can manage a prospect through to a client and have a seamless transition of data. Code SixFour allows our teams to focus on client retention and relationship building, rather than spending countless hours creating brochures, presentations, and duplicating data entry – not to mention, improving accuracy. This platform will create many more “wins” for our organization.”
“Code SixFour makes its much easier to service my clients. The system helps me to easily generate enrollment booklets and I can run monthly claims reporting for specific self-funded or level-funded clients. My clients love it. I cannot say enough good things about Code SixFour.”
“Working with the team at Code SixFour has been an absolute delight. The approach they take with our team has been a refreshingly unique and client-centric one and has contributed to the retention and procurement of excellent clients for our firm. Code SixFour raises the bar and we are grateful for the positive impact they have made on our infrastructure and our processes.”
CFO Insights Informational Sheet
Benchmark Edge Informational Sheet
Digital Plan Marketing Information Sheet