CLIENT EXPERIENCE

White-Glove Service with Powerful Tools

Great service is built into how our technology works, not bolted on after the fact. We give clients the tools, visibility, and hands-on support to manage benefits with confidence — no guesswork, no waiting.

Technology handles the complex administrative work. Our team handles the rest, so every interaction is smooth, accurate, and proactive.
Support That Works

Every request, tracked and resolved

Powered by Zendesk, our support system captures every ticket, tracks every project, and gives you a full history of every action taken on your plan.
  • Submit and track tickets in one place
  • Built-in reporting and analytics
  • Real-time status on routine and complex requests
Plan Administration

Your portal, built for complex workforces

Manage health and retirement benefits (through Transamerica) from one place — built for the realities of full-time, part-time, and variable-hour employees.
  • Administer coverage for any employee type
  • Review enrollment, eligibility, and data in real time
  • Access reports, audit history, and plan insights