Virtual Boardroom

Take a seat at the head of the table and quickly
find information that’s most important to you.

Agency Owners: Click on PRINCIPALS to learn about how you increase revenue on core benefits by at least 10%.

Benefit Advisors: Click on PRODUCERS to discover the power of a perfect sales partnership… and to enter a very cool contest.

Account Service Team Members: Check out the ACCOUNT DIRECTORS link and test drive the Workload Removal Machine.

We Believe…
The value a professional benefits advisor delivers is essential to the success of their employer client. That’s why we focus everything we have on empowering you with technology, wisdom and service.

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What’s New???
That’s a great Question!

Compliance Services: Free Compliance Rx to use for clients and prospects, and creation of Compliance Documents (Sec 125/POP, ERISA/Wrap) in a few clicks.

The Dashboard Edge: Delivers a complete benefit program financial performance story in real-time (24/7-365)

OE Express: Enterprise-grade, world-class, turnkey online enrollment

GO LIVE IN 5 DAYS!
Starting at $1,250 with no PEPM.

Our Values

Our Boardroom Team

Nitya Mathew

Nitya Mathew

Innovation Director & User Experience Advocate.

Mathew Augustine

Mathew Augustine

CEO & Your “single throat to choke.”

Darin Reeser

Darin Reeser

#1 Relationship Development Zealot & Voluntary Benefits Guru.

Curtis Verstraete

Curtis Verstraete

Wisdom Wrangler & Message Master.