Content PackagesTemplates, collateral and customizable resources created for use with The Benefits Consulting Cloud technology platform
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 licensing content from Code SixFour, 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.
Includes an automated discovery survey and presentation, strategic benefits planning templates, consulting contracts, and proposal tools to take control of your sales process.
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.
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.
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.
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.
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.