Our solution is flexible, scalable and can handle even the most complex plans. We offer technology licensing solutions for brokers, re-sellers and independent software vendors who have the resources to configure, implement and support their end-user clients. Allow your team members time to be redirected away from processing and handling payments to focusing on enhancing customer experiences. Allow employers to provide and administer competitive benefits and additional ancillary options, no matter their size, without the additional paperwork. Eliminate the trouble reconciling enrollments, billing, payments and commission reporting for clients. Let BerniePortal electronically file forms directly with the IRS so that you can be confident each form is accurate, compliant and filed correctly. Relieve yourself of the burdens of managing and reconciling data from multiple platforms and streamline your work with Tabulera. Our partners have ... hbspt.cta._relativeUrls=true;hbspt.cta.load(1651980, 'ba5afa4e-e3a4-4d6e-9c9e-e0dbd4f33b7f', {}); Be the first to know about our new solutions, upcoming events, and the latest industry research. Once we meet, we’re in it for the long-haul. Zywave offers a solution that will help you retain your book of business, attract new prospects, and empower your clients and their employees with more resources and education. Offering quote-to-card, accuracy guarantee, and custom marketing, saving you and your agency time, money, and more. helps you: Find an affordable solution for consolidated billing & carrier payments. Meet the industry experts leading the charge. PlanSource offers 3 unique partner programs for insurance brokers, allowing you to customize your experience. We offer technology licensing solutions for brokers, re-sellers and independent software vendors who have the resources to configure, implement and support their end-user clients. It allows HR teams and brokers to manage employee benefits—from health insurance to 401K—in one system. Easily collect and review election forms and communicate eligibility and plan details to employers, employees, and carriers to streamline enrollment. You need to sell to grow. See how Ease’s benefits administration software for brokers will help you create a digital enrollment experience to bring clients online. Tabulera benefits administration software for brokers trusted by clients of: Employee benefits broker software. Using Zywave’s Agency Management System allows you to: Staying up-to-date on a wide range of employee benefits topics can be difficult and time-consuming. Don’t waste time with duplicative data entry - BerniePortal collects employee information and automatically populates it onto relevant new hire forms, like W-4s and I-9s, for you. Subscribe to recieve our latest articles. Benefix will find the best benefits for your small business. Streamline the distribution, collection and submission of health questionnaires. PlanSource doesn’t compete against you – in fact, we’ll help you sell new lines of business into your existing customers. Powerful administrative features allow you to view your entire client ecosystem, on micro and macro levels, helping drive better decision making, Smart workflows allow for repeatable, scalable processes without being a burden on your time, Built-in widgets help you stay ahead of mission-critical metrics such as employee churn and turnover, Gain complete control over data and get insights into critical KPIs with our robust analytics framework. In this 30-minute webinar, we’ll take a look at how brokers and consultants partner with PlanSource to provide industry-leading benefits software and services to their clients. Book a demo today. Tabulera helps brokers, employers, AHP's and PEO's to streamline full-cycle employee benefits administration for processes previously unsupported by technology. BerniePortal uses its own enrollment and eligibility database to natively generate 1094-C/1095-C reports, removing third-party vendors from the process altogether. With a complete portfolio of benefits administration and human capital management tools, PlanSource will help you grow your business and keep your customers happy. Software licensing options for brokers, re-sellers and independent software vendors who wish to deliver a profitable benefits enrollment solution to their clients. Products Back. With many employees continuing to work remotely due to COVID-19, we invited Peter Katkov, one of our partners and an expert at Benchmark to share his ... With the announcements of our two new PEO partnerships this year- with PrismHR and PayPlus Software - we wanted to share some of the ways we help ... We and our partners are like penguins. Don’t overlook the waste in manual administration around processes that have been unsupported historically by technology. Tabulera helps brokers, employers, AHP's and PEO's to streamline full-cycle employee benefits administration for processes previously unsupported by technology. Is the ACA invalid? Learn more, These logos are the registered trademarks of their respective companies and do not represent an endorsement of Tabulera, Remove the burden of manual benefits administration. Multiple platforms mean multiple sources of workflows. In this model, PlanSource provides tier one support to employers and employees. In this one-page summary, agents will learn the top five benefits pain points, how PlanSource provides value and corresponding questions to ask your clients. Provide more options and communicate plan details in an organized and digestible format. In this model, PlanSource provides certified training and tier two support to the partner as needed. All rights reserved. The partner owns the overall business and technical relationship with its customers, including acting as the point of contact for the PlanSource system. Thank you! Something went wrong while submitting the form. Deploy our benefits enrollment software for your entire book of business — whether a group has 250 or 50,000 benefits … All rights reserved. Take the first step here! Stay strategically competitive with a modern, user friendly quoting tool. Contain Costs. Tabulera benefits administration software for brokers trusted by clients of: Find an affordable solution for consolidated billing & carrier payments. Technology licensing options for brokers, Full service call center support solutions, COBRA, leave billing and retiree administration, Solutions for benefit advisors and resellers, Benefits administration for state, municipal. Overview Careers Customers Brokers Partners Eclipse Conference News Blog Team. Our broker partners say the nicest things! You'll be looking forward to the next newsletter all week! Our solutions integrate with your offering - so everything is in sync, reflecting a Single Source of Truth and letting you stay on top of every aspect of your clients’ benefits operating framework with ease. Have new hires fully onboarded from any location and on any device before their first day with a quick and easy guided process, entirely online. BerniePortal® is an all-in-one HRIS that allows small and mid-sized businesses to optimize HR, improve employee experiences and spend more time building the businesses they love. Here we review 10 benefits administration (BA) services that combine … With an experienced service team, PlanSource will help you delight your customers. It’s Time to Move Benefits Administration Out of Spreadsheets! This benefits enrollment and onboarding platform allows you to: Discover how we can help solve your P&C needs. Zywave’s benefits solutions can help you exceed your clients’ expectations by establishing yourself as a reliable benefits expert and trusted business consultant.