Use integrated case management to track client communication and manage staff workload. Let the platform automatically remind your staff to follow up on important tasks like getting a beneficiary form signed or soliciting overage dependent information.
Engage your clients in a new way by offering them help than through a quick chat on your website? It’s way faster than email and more efficient than phone. Don’t make your customers wait.
Dig into plan performance and customer service metrics at your leisure. Or have the platform automatically inform you of issues that are important to you.
Don't let your data go to waste. The Effortless Admin platform automatically maintains detailed records of client eligibility and claims experience.
Use our rich dashboards to harness your data and visualize the health of your plans.
Frustrated with outdated systems and dealing with labour intensive processes?
It's time to streamline your administration.
Easily manage even the most complex client structure and benefits plan.
Engage employees to onboard even the largest groups with little effort.
Administration has never been simpler. Everything just makes sense.
Eliminate the need to warehouse paper with online document management.
Experience a platform that is really, really, real-time. Like, actually.
Stop suffering through early billing cut-offs and painful billing verification and reconciliation.
There is a better way.
Benefit from a last business day of the month cut-off.
Invoices are generated and delivered automatically... with zero effort.
Clients receive a single billing, whether they are using 1 carrier or 5.
A late cut-off means little or no retroactive adjustments.
Instantly preview an up-to-date invoice at any time.
Include additional reports with each monthly billing. Configured by client.
Remove the pain caused by renewals by using industry leading tools that make consulting fun again.
Remove any surprises at renewal time with rich, detailed plan performance reporting.
Renew small to medium sized clients standalone or in a block.
Actually audit renewals using industry standard calculations.
Intelligently distribute block adjustments in seconds.
Tailor each client's renewal package to what you want to show and what they need to see.
Created for Canadians, by Canadians.
Handles multi-carrier plans with ease.
Integrates with carrier partners.
Integrates with payroll/HR systems.
Manages net & gross rates.
Consolidates all benefits into a single invoice.
Produces carrier reconciliation reports.
A ton of other great features.