For benefits advisors and brokers
Give every client a benefits back office. They pay $0.
When a new hire never got coverage, or a former employee is still on the bill, the client calls you. BenefitsDock catches those problems before they turn into that call. Your clients get the software and the setup at no cost when you partner with us.
What it does for you
Fewer emergency calls
Every new hire and termination becomes a task with a carrier deadline. It stays open until the carrier confirms, with proof attached.
Renewals on time
Each group gets reminders 90, 60 and 30 days before renewal, so quotes and paperwork never start late.
A reason to meet prospects
Offer any prospect a free bill check. We compare their carrier invoice to their roster and show who is billed and shouldn’t be.
We do the setup
We load the roster, plans and current elections from carrier paperwork. You don’t build anything.
Year-end handled
For groups that file 1095-Cs, the codes are worked out from the year’s offers, waivers and waiting periods.
You keep the client
You stay the broker of record. Your commissions and the carrier contracts don’t change.
What your clients get
The HR person
- Adds a hire or termination in two minutes
- Sees every open deadline on one screen
- Gets a daily digest and an alert before anything goes late
- Keeps signed waivers and plan documents in one place
The employees
- Enroll or waive online with an e-signature
- See plan highlights and cost per paycheck before they choose
- Find their plan summary (SBC) any time
- Add dependents without paper forms
How partnering works
Four steps to your first group
- A 20-minute call. We walk through the app and agree on partner terms.
- Pick a first group. Send us the roster and the carrier paperwork you already have.
- We load it. HR gets a login, and employees can enroll online.
- We track every change. You hear from us only when something needs you.
Advisor questions
What does it cost my clients?
Nothing. When you are a BenefitsDock partner and the broker of record on the group health plan, the client pays $0 for the software and setup. We go over the partner terms with you on the first call.
Will you quote my clients’ coverage?
No. You stay the broker of record. BenefitsDock handles the administration around the plans you place.
Which groups fit best?
Employers with roughly 5 to 200 employees and a small HR or office team, especially groups that have missed an enrollment or a termination before.
Do you send 834 files to carriers?
Not yet. Our team enters changes with the carrier and keeps each task open until the carrier confirms. That is slower than an automated feed, but nothing is marked done without proof.
How is client data protected?
Social Security numbers are encrypted when stored, each employer sees only its own people, and every user has an individual login. Screens show only the last four digits by default.
Bring us one group. See how it runs.
Start with the client that gives you the most admin headaches. We’ll load it and you can judge the result.