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Consolidated Billing and Web Portal Services
Through our Consolidated Billing and Web Portal Services, your customers can combine multiple carrier invoices and enrollment applications into a single invoice and universal employee application. eBenefitsPartner audits and pays all carrier invoices each month and provides an employee friendly electronic enrollment process. Even the annual open enrollment process can be automated and available to employees via their secure, encrypted login. Human Resource staff can process carrier activity online, and employees can have access to all carrier and HR forms, an insurance library, benefit descriptions, payroll deduction information and more.
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HR-Port
Our HR-Port allows you to provide your clients a powerful, rich portal, filled with information about their benefit programs. You can post carrier and HR forms, benefit descriptions, eligibility information, payroll deduction schedules, links to vendor websites, and much more! In addition to providing the ability to post your customer's corporate logo, you can customize the site's colors to match the color scheme of the company. Of course, the site is automatically branded with your agency logo as well.
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Agency Management System
Organize your contact information, manage customer data, track customer benefit plans, rates, renewal information, keep a log of all notes, calls, actions taken, etc. Our Agency Management System was designed for the benefit professional by benefit professionals themselves. You can even eliminate the need to save paper files by scanning your documents and posting them to your electronic customer files!
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Proposal Development System
Develop customized, vibrant, professional proposals with our easy-to-use, state-of-the-art proposal system. Create a library of topics for inclusion as needed, produce comprehensive benefit and rate spreadsheets and store agency personnel biographies. The data is automatically archived for future reference and the web-based system is available wherever you have access to the internet!
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Agency Advertising Tool
Utilize our Agency Print Media tool to produce professional, color marketing pieces for communicating the abilities of your agency either to existing customers or prospects. Each piece is customized for your agency, including your logo, contact information, etc., and is designed for use with a variety of different products. Choose from Health Insurance, Life Insurance, Disability Insurance, Long Term Care or pieces that simply say something about your agency. For professional looking results, print these pieces on glossy paper stock!
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Employee Communication Tools
eBenefitsPartner provides a variety of benefit communication templates for you to use in conjunction with an employer open enrollment or for general employee communication throughout the year. Choose from a variety of forms, enter the employer-specific data, and print the piece. Eliminate the hassle of trying to develop these forms yourself and let us do the work for you!
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