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Product Portfolio
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- Agency -- Everything you need to run a more efficient agency including employee evaluations,
job descriptions for all levels, service plans... 68 tools in this category.
- Client Reports -- One of the key reports is a template that produces a professional
look to your clients on all of your self-funded plans... 13 reports in this category.
- Compliance -- We do not attempt to do COBRA, HIPAA, or Section 125. What we
do have are 10 key components on 2% owners, Medicare, Regulations in the Workplace, and much more.
- Letter / Forms -- No more reinventing the wheel, as these letters and benefit
summary forms are immediately standardized and customizable for your agency...
over 60 tools in this category.
- Financial Services -- Help your clients know exactly where they stand with
Fact Finders and Summary pages for life and disability plans... 13 tools in this category.
- Ideas / Articles -- More than 52 ideas to help you help your clients. There are some significant
sales, marketing, and meaningful business concepts within this category.
- Marketing -- Market your agency to the carriers and your clients more effectively, efficiently,
professionally and with less stress with all 44 forms within this grouping.
This includes RFPs, renewal letters, and much more.
- Proposals -- The 23 tools will make it easier for your agency to be productive.
First-class presentations and ease of use... and, where possible, all proposal formulas
and pre-population formatting are built into the systems.
- Building Your Benefits Team -- Hiring tips, evaluation forms, and much more will enable
you to build a cohesive team for your agency... 15 tools within this category.
- Commission Tracking -- This is a proven tool to confirm that your agency is receiving
the compensation it’s earned each month. Eleven reports already built into the system so there is no
exporting or merging needed with this ACCESS driven system.
- Hidden Paycheck -- This is our newest tool and our field-testing with employers has
proven it to be a winner. Simple to use with just EXCEL and WORD.
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TAX FACTS ON-LINE...Instant access. National Underwriters updates it continuously.
Resources We Use...Links to vendors and others who will be of assistance to any agency. Top-Flight Resources.
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