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A Comprehensive Suite
of Solutions

For a better employee experience.
And a better advisory experience.

Turnkey implementation of an enterprise-grade enrollment platform

The Benefits Desk

Advocating for employees in a complex benefits ecosystem.

Customer Success Management

Delivering outcomes with the least burden to advisors and employer admin teams

Invoice Reconciliation and Audit Services

Avoiding and eliminating leakage

Payroll Deduction and Reconciliation

Ensuring accurate and timely employee payroll deductions

Ongoing Dependent Eligibility Verification

Eliminating coverage costs of ineligible dependents

ACA Tracking, Reporting, and Filing

Staying compliant without extra overhead and complexity