02:42
EpochBoards automates client reporting across brokerages, helping teams save time, standardize output, and turn every client conversation from reporting into advising.
What is EpochBoards?
Most brokerages don't actually have a data problem, they have a bandwidth problem and a reporting problem. There's no shortage of data. There's a shortage of time to turn that data into consistent, client-ready reporting across an entire book. So, what happens? Reporting gets done, but not consistently, not across every client, and not in a way that supports real advising. That's exactly the problem we ...
Posted April 27, 2026
02:40
Benefitly gives members 24/7 plain-language answers about their actual health plan, helping advisors deliver better support, reduce repetitive questions, and save time without adding headcount.
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What is Benefitly?
Benefitly is an AI powered benefits navigator built for plan members, their plan sponsors and their benefit advisors. The reality is most health plan members have no idea what their benefits actually cover until they're sick, frustrated and getting a bill they didn't expect. And advisors are stuck fielding the same basic questions over and over instead of doing high...
Posted April 25, 2026
02:59
PES Benefits delivers flexible, high-touch ben admin, education, and virtual care to ease HR workload, boost engagement, and simplify the employee benefits experience.
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What is PES Benefits?
We are an employee benefits experience company. We simplify and enhance the employee benefits experience. We help brokers and their clients by delivering flexible, high-touch solutions across ben admin technology, education, and virtual care. Our customizable tools ease your burden, while driving employee engagement and utilization, whether you're looking for a smarter ben admin, more effe...
Posted May 12, 2025
02:33
Vimly Benefit Solutions streamlines the administration of multiple-employer arrangements through their enrollment and consolidated billing experience, which includes a simplified full-cycle quote-to-card solution.
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What is Vimly Benefit Solutions?
Vimly is a benefits administration and services company that's uniquely positioned to support the multiple employer markets or any aggregated business model to help streamline workflows, automate processes, and create efficiencies. We've been supporting multiple employer organizations for more than 30 years and are an industry lea...
Posted December 19, 2024
02:29
We are an enrollment and billing platform service for benefit brokers and general agents. We can build, white label your platform or use ours or your own Employee Navigator AND we do all the work.
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What is KMG Services?
KMG Services is an enrollment and billing platform service for benefit brokers and general agents. As a broker or even an HR person, managing benefits for employer groups and their employees can be a full-time job. We do all the work so the broker can go out and sell, or so the HR person can focus on more important aspects of their positions. We build and wh...
Posted June 6, 2024
02:46
Empower brokers with Benefit Sculptor: the only small group quoting tool that turns data-driven insights into intuitive consulting magic. Simplify, strategize, and succeed in client engagement
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What is Benefit Sculptor?
Benefit Sculptor is a modern approach to small group benefits quoting. So we're on a mission to modernize the small group benefits consulting experience in order to create a better benefits experience for small businesses and their employees. So in order to do that, we have this idea that we've referred to as quote to consult. And what that means is where it...
Posted February 12, 2024
02:20
BenefitsApp enables a mobile strategy for brokers and their clients with a cost effective, easy to use, configurable mobile benefits app.
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What is BenefitsApp?
BenefitsApp is the fastest, least expensive path to a mobile app strategy for brokers and their clients. BenefitsApp features benefits information where brokers and employers can streamline control and provide easy, direct access to information employees need where they live, which is on their phone. For brokers, we are a technology partner. We built BenefitsApp for brokers. We provide brokers with an easy to deploy,...
Posted July 27, 2023
02:07
Our platform drives fast, accurate results when selecting benefit plans for an agency and their clients. Our differentiator is our proprietary tool that reads all carrier proposals.
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What is PerfectQuote?
We are a cloud-based quoting platform designed to make quoting health insurance easy. Our patented technology enables agencies to automate the sales and renewal process across their entire block of business regardless of client size.
How is PerfectQuote different?
The vast majority of employee benefit carriers do not have quoting technology meaning the only way they ca...
Posted October 31, 2022
02:26
Plansight is a platform that allows brokers and carriers to collaborate and better manage the RFP process from start to finish.
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What is Plansight?
Plansight is a technology company. We have a web-based platform for the benefits industry. Plansight is really a lot of things. It's everything from an RFP distribution platform to a workflow management tool. But I think for the purposes of staying under three minutes, we can say Plansight is a one-stop solution for brokers to purchase benefits for employers of any size. We do it in a transparent, objective, and competitive envi...
Posted August 12, 2022
