EB3-Employee Benefits Booklet Builder - Affordable and Customizable

Due To High Demand, We’ll Create a Booklet For You

We understand that some agencies don’t need to purchase our standard self-service package and only need booklets created for a handful of their clients. Due to high demand, we are now offering the ability for you to provide us with the client information and we’ll create the booklet for you. Please allow 3-4 business days for these to be completed and emailed back to you.

View Your Booklet Options

Please click on the sample booklet and sample legal notices below to pre-view the booklet output and the standard legal notices available

Sample Booklet

Sample Legal Notice

Our Packages

Custom Booklet

$ 500

Booklet Created for 1 Client
Up to 3 classes of employees
Single, Dual or Triple Option plans
Standard Annual Legal Notices
Benefit Election Sheet provided
Include your own PDF’s
Color Scheme to match your logo

Ready To Get Started?

STEP 1: Pick a Plan

Custom Booklet - $500

STEP 2: Load Your Information

Name

Email Address

Phone number

STEP 3: Load Your Client’s Information

Company Name

Contact Person

Title

Phone number

Address

Tax-ID

Company Logo .png/.jpg files only

STEP 4: Load The Plan Information

Download the Plan Template, Fill in the plan details, Save it and then upload it

***PLEASE NOTE: We will not accept benefit summaries or plan descriptions. We will only accept the benefits loaded into our template. Please do not modify this template. If you’d like to leave a row out, please leave it blank.***

Download Plan Template

Upload Plan Information

STEP 5: Load The Rates

You can either type in the rates for each plan or upload a document with the rates for each plan. ***Please make sure the rates entered are the employee deductions per paycheck*** Please click on the RATE TYPES button to preview what rate types we offer

View Rate types

Enter rate types

Upload rate types

STEP 6: Customize The Booklet

In this step, please give us the order of the pages you’d like the booklet in, upload your own PORTAIT STYLE pdf documents, or give us some other details you feel are important so we can customize your booklet correctly.

Customization details

Upload your own PDF’spdf files only

STEP 7: Payment

State:

Total: **Ohio residents subject to sales tax

Credit or Debit Card

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EB3

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