Broker/Agent

Are you a Broker or Agent?

Why use a benefit admin system to enroll your group accounts?

We want to become your partner to build your business better, more efficiently and help you with the heavy lifting. Gain the competitive edge on get new accounts and retain more existing accounts. Blue Orange Solutions will be your support from implementing the platform through the lifespan of it’s utilization. We will do the hard and time-consuming work so that you can focus on building your business and keeping your clients satisfied.

Efficiency

  • Enrolling electronically is significantly faster than paper and reduces errors

Capture more clients

  • Less time doing paperwork means more time with existing clients and finding new ones

Remove Paper

  • All of the benefits documents can be housed online, saving in expensive printing costs.

Retention

  • Added Value to your clients makes you more valuable

Reduce Errors

  • Eliminating transcription errors saves time and costly mistakes

Additional Support

  • Having Blue Orange as a partner means more support for you and your client

Competitive Edge

  • Other parts of the System may save your client money
  • Saving HR time and energy allows you to focus on doing the enrollment, not just paperwork
  • You can be notified when they have new hires so that you never miss an enrollment opportunity

How does it work?

Have you found the right group for a platform? The next steps are as follows:

  1. Set up a demonstration with Blue Orange and the client to showcase the new tool they are about to have.
  2. Set a managable timeline for the project
  3. Gather the plan information for their benefits, including guidelines for cost, timing and standards
  4. Get a Census from the client to load all of their existing coverages and team members
  5. Blue Orange will build the case and then test it’s working parts
  6. We will review the new build with you and the client and then train you on using it
  7. We will follow up on any additional training you want and work as new employees join and the next open enrollment occurs.
  8. Additionally, we may make carrier feeds and connections to payroll, COBRA, insurance carriers
Want to know more?
Schedule a Demo