EB3's online platform allows you to create fully customizable, professional-looking Open Enrollment Benefit Booklets for all your clients, large and small, in just 5 easy steps! Create Benefit Booklets, Wrap SPD's, POP documents & more in minutes!

What is EB3?

Thanks, Chris. So EB3 stands for the Employee Benefit Booklet Builder. For years, agents around the country have created benefit booklets through PowerPoint, Word, or Excel, or have even paid vendors insane amounts of money to create one booklet for just one client. It's really time-consuming and frustrating. So EB3 solves that problem. It's an online system where we can create professional-looking benefit booklets, wrap SPDs, pop documents, annual legal notices, and more in just five easy steps for not just one client but for your entire block of business. The system is fully customizable, allows you to add in your own PDF documents, and even pick the color scheme you'd like for the entire booklet. The goal of the system is to help agents save time and frustration and give them the ability to create professional-looking benefit booklets in minutes, not hours.

How is EB3 different?

So, Chris, I think the biggest way we're different is that the system was built by a broker for brokers. I've been in the business for over 16 years and I know what agents are looking for in a system like this because I've walked in their shoes every day. I designed the system personally, and there are nuances in it that only agents would appreciate. The other way we're different is how we do business. I've made every attempt to be completely transparent in everything we do. Here are a couple of examples. So, first off, we don't require demos to purchase the system. We have a free demo site right on our website where you can take the entire system for a test drive 24/7. Or, if you want a personalized demo, give us a call or shoot us an email. We may be able to get you in for a demo just that day. Second off, I hate contracts and startup fees of any kind for benefits technology, so I don't require them for my system. And finally, we offer printing services that are really nice and give you nice, glossy saddle stitch booklets. The big differentiator here is that we actually include our shipping rates in our printing costs, so there are no hidden fees at all.

Who is a good fit for EB3?

So EB3 was built for employee benefit agents and agencies across the country. Whether you're a one-man shop or a large agency, we can help you save a ton of time. That said, we can also customize solutions for GAs, PEOs, or voluntary worksite companies. Basically, anybody that wants to save time creating benefit booklets, we can help.

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Duration: 02:30

Posted: Friday, February 25, 2022

Video tags: Under 50 EEs, 51 - 100 EEs, 101 - 250 EEs, 251 - 500 EEs, 501 - 1000 EEs, 1001 - 2500 EEs, 2501 - 5000 EEs, Over 5000 EEs