F.A.Q.

UBenefit is a web business application, commercially launched in March 2005, with a proprietary benefit management platform (plan marketing, plan enrollment and plan administration) for group insurance brokers and employers. It also includes an Agency Management and Customer Relations Management tool for the broker and a Human Resources module (through branded portals) for employers.

A twelve month contract that automatically renews. Terms for the upcoming contract year can only be changed with 60-day advance notice. A non-compete provision is included.

The customer owns their data.

BRI prohibits any BRI release of employee specific information under terms of its Privacy Agreement and User’s Agreement.

We can set you up with a branded portal within 24 hours. All we need is the name of the firm, logo and colors, mailing address, and the information of the person at the firm that will be our primary contact.

Upon completion of the customer contract and portal set-up, you will be contacted by a trainer with time and date options for online training for your firm. You will be asked to provide attendee names and email addresses for the webcast meeting.

You will also be given detailed instructions of the data to have available to create a client company in your portal. This will include a census to upload as well as creating plans and login guides to provide employees for enrollment purposes. Finally, you will be trained on all the features and tools required to manage the online enrollment process as well as a view of the employee enrollment experience.

No! UBenefit uses a self-service model with online help and user guides designed to keep fees low.

Our online direct support email is below:

Email Us

We also provide ongoing training sessions as needed for service issues reported.

You will reduce internal operating expenses by eliminating the paper processes performed by your firm and your clients using UBenefit.

You will also experience more competitive carrier rates through increased competition resulting in final underwritten rates within less than a week, taking the mystery out of the carrier selection process.

UBenefit does not charge you separately for the use of Employer Portals. However, you may choose to charge your clients on a client-by-client basis for the added value, thereby creating an additional revenue stream for your firm.