Content PackagesTemplates, collateral and customizable resources created for use with The Benefits Consulting Cloud technology platform
CONTENT PACKAGE SUITES
In order to grow your insurance agency and establish your brand as a consulting practice, you need to bring a comprehensive story to market. By leveraging the Code SixFour Benefits Consulting Cloud, your agency can quickly generate professional materials on par with the largest consulting firms in the country.
Share powerful insights with health risk benchmarking data. Educate your client on the latest compliance regulations. Manage plan design changes with informative benchmarking data. All within one platform – all branded to your agency.
Choose one of the three Content Package Suites below to get started.
Content Packages Include
- Digital Plan Marketing
- Benefit Booklet Builder
PROPOSAL & INSIGHTS SUITE
Everything in Proposal Suite plus…
- Benchmark Edge
- Compliance Analyzer
FULL CONSULTING SUITE
Everything in Proposal & Insights Suite plus…
- CFO Insights
- Sales Advisor
- Employee Surveys
BENEFIT BOOKLET BUILDER
Automatically generate comprehensive open enrollment guides, with all the latest legal notices. Available templates handle diverse plan designs, as well multi-language support.
DIGITAL PLAN MARKETING
Streamline your renewals with dynamic plan comparison reports and the CostLens Benefits Planning Portal – an interactive client portal built for live contribution modeling and plan comparison.
Help your clients see necessary changes in their current plan designs, with a plan design gap analysis using benchmark data specific to their industry, size, plan type, and region. Our database boasts over 10,000+ employers and plan designs.
Help your clients rest easy with sophisticated compliance management tools. From ACA analysis – like Plan Affordability testing, Cadillac Tax exposure, estimating PCORI fees, or variable hour tracking – to ERISA compliance.
Includes an automated discovery survey and presentation, strategic benefits planning templates, consulting contracts, and proposal tools to take control of your sales process.
Survey your client’s employees at the start of the plan year to learn what they like, don’t like, and how to maximize engagement. Reports include analysis and employee feedback benchmarking data.
Comprehensive reporting to review overall and specific claims data – compared to an annual budget. Benchmark last year’s claims experience against national data to put context and data behind renewal and pricing data.