Content Packages

Templates, 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 strategic benefits planning templates, consulting contracts, and proposal tools, along with a library of over 50+ powerful discovery questions to take control of your sales process.


Help your clients see necessary changes in their current plan designs, with a plan design gap analysis using benchmark data specific to their industry and size. Our database boasts over 10,000+ employers and plan designs.


Modeling compares your client’s data to proven benchmarks – use this analysis to cross-sell supplemental coverage, then provide benchmarking and comparison reporting using built-in marketing templates.


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 subsidy eligibility estimation, Cadillac Tax exposure, or variable hour tracking – to ERISA compliance. 


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.


Relying on over 12 million records of health risk respondent data from the University of Michigan, your agency can model predicted health risk factors driving cost in your clients’ health plan. Benchmark last year’s claims experience against national data to put context and data behind renewal and pricing data.

Check out our Technology Platform

The engine powering The Benefits Consulting Cloud Content Packages


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