Plans That Grow With Your Insurance Agency

Code SixFour’s plans consist of a base Technology Platform and scalable Content Packages

Platforms

First, choose your Technology Platform

Starter

Ready-made consulting tools for your growing agency

Features

  • Custom survey template ? Create employee or employer facing surveys with 300+ topics, or create your own.
  • Cloud-based plan library? Store Medical, Dental, Vision, Life and Disability plans to your Code SixFour Cloud.
  • Community rating database? Lookup and automatically populate community rates based on age and geography.
  • What-if scenario modeling? Easily create multiple scenarios for each client; with varying plan designs, contribution structures, and enrollment cost projections.
  • Finalist proposal generator? Don’t reinvent the wheel with every client meeting; simply drag & drop the components you need, to instantly build a comprehensive benefits strategy and proposal.
  • Agency-specific branding? Customize your content, font sizes, positioning, colors, background images, and more – for a truly unique look and feel.
  • 1x data integration? Our platform offers integrations with leading technology companies; including Employee Navigator, Salesforce, Microsoft Dynamics, Gen4Systems, and more.

Initial Contracted Usage

  • Client Records________20? Count of total client records with any generated content or proposals
  • or
  • Employee Lives________1,000? Count of total employee lives attributed to client records, with any generated content or proposals

Support and services

Professional

Customized and powerful consulting workbench for mature firms

Everything in Starter, plus…

  • Consulting Asset Design? Bring data and insurance insights to life. Design and automate your custom consulting content.
  • Fee-for-Service Calculator? Link the fee-based model to your content in Code SixFour to generate a statement of work based on the value you’re delivering; not the carrier’s commission rate.
  • 2x data integrations? Our platform offers integrations with leading technology companies; including Employee Navigator, Salesforce, Microsoft Dynamics, Gen4Systems, and more.

Initial Contracted Usage

  • Client Records______80? Count of total client records with any generated content or proposals
  • or
  • Employee Lives______4,000? Count of total employee lives attributed to client records, with any generated content or proposals

Support and services

Enterprise

Sophisticated infrastructure and capabilities for regional and national operations

Everything in Starter, plus…

Everything in Professional, plus…

  • Automating custom reports? Compatible with all
    Microsoft Office Suite
    products. Merge data
    from an item or
    object in Code SixFour
    into richly formatted
    templates and content
    linked up with our
    technology.
  • Access provisioning system? Control system access
    across the country
    by customizing views
    with granular user
    access rights controls.
  • Unlimited data integrations? Our platform offers
    integrations with leading
    technology companies;
    including Employee
    Navigator, Salesforce,
    Microsoft Dynamics,
    Gen4Systems, and more.

Initial Contracted Usage

  • Client Records______300? Count of total
    client records with
    any generated content
    or proposals
  • or
  • Employee Lives______15,000? Count of total
    employee lives
    attributed to client
    records, with any
    generated content or
    proposals

Support and services

Packages

Next, choose your Content Packages


Sales Advisor

Powerful tools and templates to gain control of the sales process

  • Automated Client Discovery: Kick off a prospect meeting with a presentation generated from a custom client discovery portal. Tap into over 50+ powerful discovery questions to uncover hidden client pain points
  • Thought Leadership Content: Employer facing insight into legislative updates, plan funding options, and wellness strategies
  • Strategic Roadmap and Engagement Planning: Sample strategic benefits planning templates, multi-year strategic plan design structures, and proposal language for expanded benefit offerings
  • Sample Contracts: Consulting engagement letters, Statement of Work, and supporting documentation to formalize fee-based arrangements.


Digital Plan Marketing

Renewal Presentations, Benefits Planning, and Live Contribution Modeling

  • CostLens Benefits Planning Portal: Interactive client portal to save time on renewals with live contribution modeling and plan comparisons
  • Medical Plan Comparison: Transparent and comprehensive plan design summaries
  • Dental Plan Comparison: Automate the comparison of group dental coverage, including DHMO and DPPO plan types
  • Vision Plan Comparison: Simple and comprehensive vision plan comparison summaries
  • Life & Disability Plan Comparison: Transparent and comprehensive plan design summaries
  • Cost Projection Reports: Templates for illustrating long-term cost projection improvements through plan design changes


Benefit Booklet Builder

Create, manage, and store customized client open enrollment booklets

  • Custom Branding: Easily implement custom colors schemes, font, and client logo into booklets
  • Multiple Templates: Begin from a library of templates, with different styles and layout options
  • Voluntary Benefits: Voluntary plan overviews, critical illness, long-term care insurance, pre-paid legal plans, and buy-up life and disability coverage
  • Retirement and Savings: Retirement readiness, 401(k)/403(b) overview, Pension Plans, and 529 College Savings Plans
  • Multi Language Support: English and Spanish language availability


Compliance Analyzer

Protect and inform your clients of critical regulatory obligations

  • PCORI Fees: Calculate fees for plan sponsors and self-funded groups
  • Plan Affordability Testing: Calculate if coverage meets minimum value and “Safe Harbor” affordability standards
  • Cadillac Tax Forecast Estimation: Determine the the plans at risk of the 40% excise tax in 2022
  • Health Care Reform Audit: ACA taxes and fees summary, and overall compliance checklist summary
  • Discrimination Testing: Run annual calculations to ensure client plan designs do not favor highly compensated or officer-level executives, with respect to plan utilization, benefits, or eligibility


Benchmark Edge

Introduce an unbiased view to how employers’ benefits compare to the market

  • Medical Plan Design Benchmarking: 22 unique plan characteristics
  • Premium Contribution Strategy: Compare employee-employer premium contribution costs to similar companies
  • Total Cost Of Benefits: cost vs. payroll and cost vs. revenue, total cost by employee and enrollee
  • Competitive Benefits Comparisons: determine what percentage of employers in your client’s industry are offering group coverages such as: dental, vision, retirement, wellness, life, disability, wellness, FSA/HSA/HRA, and flexible work schedules
  • Voluntary Benefits Fit Analysis: Predict enrollment and participation in seven supplemental coverage lines – including Life, Disability, Critical Illness, Hospital Indemnity, Accident, Long-term Care, and Group Legal
  • Data Cuts: compare across 92 industries and 12 company sizes
  • Robust Data: 10,000+ employers in data comparison, real-time analysis – updated monthly


Employee Surveys

Uncover the insights your clients need, to help employees succeed

Leverage an expertly crafted, psychologist-approved scale for uncovering employee feedback. Then, benchmark against other employers in your clients’ industry, or your clients’ own results, to improve three critical areas of culture and organizational success:

  • Employee Engagement Index: 8-point scale to determine satisfaction at work and likelihood to leave their role
  • Benefits Satisfaction Index: 16-point scale to determine understanding and happiness with existing benefit programs
  • Benefits Utilization Confidence Index: 15-point scale to evaluate employee satisfaction with plan networks, and capacity for managing out-of-pocket expenses

Requires Professional Edition Or Higher


CFO Insights

Comprehensive reporting and benchmarking to review the financial health of your clients’ benefits strategy

CFO – Health Plan Financial Report: Comprehensive review of overall and specific claims data – compared to annual budget
Stop-Loss Coverage Benchmarking: Benchmark aggregate attachment point and specific deductible amounts, as well as contract types/terms
ASO Contract Terms Comparison: Benchmark general operating/administration costs, aggregate and specific premium amounts, and claims processing fees

Requires Professional Edition Or Higher

Ready To Talk?

Reach out to a Code SixFour team member and we will help you build your Benefits Consulting Cloud.

Contact Us

Code SixFour, LLC
111 W Illinois St
5th Floor
Chicago, IL  60654
Toll Free: 888.854.4368

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