For far too long technology vendors have not fully appreciated what it means to partner with employee benefit brokers. Because they have not actually ever been benefit brokers, they have no concept of the challenges and complete solutions which could propel an employee benefit consulting firm.
In contrast, we look to partner with our clients in every way possible. This includes the building of custom modules to bring together more and more things for your operation. Here is why we do this:
Think about it . . . your clients are visiting your client portal, completely branded to your firm. From there they can see all of their self insured claims reporting, renewal projections, employee contribution analysis, ACA penalty scenario analysis, 6055 & 6056 reporting and client stewardship calendars. Then lets say something else happens in the marketplace (which it always does). No longer will you be forced to begin introducing clients to a completely different piece of technology. Rather, we can simply build it into your existing portal.
For larger benefit broker organizations who have adopted our technology (and provided a sufficient level of business to our company), we will consider even building additional modules at our cost. That is what we mean by partnering!