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 Benefit is for Carriers
Manage Your Business and Customers
Accept and deliver electronic transactions via e-mail or secure portal access to view and manage information. Automatically receive notifications on plan and client changes.
Marketing - Stimulate Sales
Quickly view, edit, and manage a broker's Request for Proposal, and build the new client plan.
Client Self Administration - Lower Costs
24/7 access to Enrollment, Eligibility, Premium Statements, and other plan information.
Plan Documents
Easily send or receive any document for a specific plan, including:
 Master Group Policy
Summary Plan Descriptions (SPD)
Claims Utilization Reports
Financial Experience Reports
5500 Attachments
Broker Documents
Easily send or receive any document for a specific broker, including:
Business Associate Agreement
Licensing
Appointment
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Carrier Global Portal
Your employees around the country can log on to a single site (URL) and have the ability to share data between brokers and their clients. All data access is customizable and secure.
Marketing Made Simple
Organize your products and other plan information via the on-line Carrier Matrix, and securely allow brokers to access your data.
Product folder by plan
- Underwriting Requirements
- Commission Scale
- Specimen Contract
- Specimen SPD
- Claim Forms
- Product Highlights
Financial Ratings
Employer Preliminary Application
Plan Template Library with attached Rate Tables (if published)
for internal RFP generation
Conversion/Portability Information
The easier it is for the broker and their client to do business with you, the greater their willingness to pay for value added service.
Provider Portal Access
A carrier will be able to give their contracted providers a secure, electronic link to plan enrollees to communicate and/or view current health profiles, medical records, and appointment scheduling.
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