Plans That Grow With Your Insurance Agency

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


First, choose your Technology Platform


Customized and powerful consulting workbench for mature firms

    • 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.
    • 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

Support and services


Sophisticated infrastructure and capabilities for regional and national operations

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
  • 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

Support and services


Next, choose your Content Package Suite

Proposal Suite

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

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

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

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

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

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.

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

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

Ready To Talk?

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

Corporate Headquarters

10100 W. Innovation Drive Suite 300 // Milwaukee, WI // 53226 


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