The EB3 features are all geared towards ONE GOAL: Making the process of building Benefit Booklets and Compliance Documents easy!
5 STEP SYSTEM
Our proprietary 5 Step system makes the system intuitive and extremely user friendly – simply start at Step 1 and work your way to Step 5 to create fully customizable, professional-looking benefit booklets as well as any of the 20+ compliance documents you choose to add.
ADD PROFESSIONAL COVER PAGES AND THEMES WITH 1 CLICK!
Benefits Agents specialize in Benefits, not graphic design! Stop spending hours trying to format your benefit booklet and let us help with our pre-made solutions. With just a click of a button, you can select from our selection of cover pages, back pages and booklet themes. With our Stock Photo theme, you can even customize the images that show up in your booklet – choose one of the pre-loaded images we offer, or even upload your own for ultimate personalization!
EASILY CHANGE THE COLOR SCHEME FOR THE WHOLE BOOKLET!
Stop spending extra time changing out colors from client to client in your benefit booklet templates. With EB3, we have pre-set color schemes you can choose from, or use our “eyedropper” tool to hover over your client’s logo and use their exact colors for the booklet! Want to get even more technical than that? No prob! We also give you the ability to add in the RGB or HEX #’s to match your client’s exact branding guidelines.
PRE-BUILT, PRE-POPULATED BENEFIT TEMPLATES!
With the EB3 system, you’ve never starting from scratch……we offer pre-built templates for each of our Insurance Plans and Pages – simply select the line of coverage or page you’d like to include in your booklet, and we have it all mapped out for you. On top of a pre-built template, we don’t leave it completely blank! We have pre-populated text in the fields section of each template as well – all you have to do is fill in the blanks!
SAY GOODBYE TO FORMATTING!
Are you mentally exhausted from hours spent hiding and expanding rows & columns, wrapping text, merging cells, changing font sizes and formatting each page of your benefit booklet? Yea, we were too! In the EB3 system, you can handle 99% of the customization and formatting you’d like to do right in the system with a couple clicks of a button. On top of that, the system automatically formats items for you, so there’s no extra work to be done. For example, when you hide Out of Network benefits for your medical plan, simply click a button to hide the benefits and then the system automatically expands the In Network benefits to fill the page!! Nothing else for you to do!!
ADD YOUR OWN PDF’S!
Benefits are not a 1-size-fits-all and that’s the approach we have with our system! While we offer a ton of different benefit templates for you to choose from, we realize that you may want to offer additional options, or you may want to add carrier documents into your booklet. With EB3, you can easily add in your own PDF documents!
DYNAMIC TABLE OF CONTENTS AND PAGE NUMBERS!
Nothing is more frustrating than completing your benefit booklet and then realizing you forgot to add a page or now need to take a page out. If you’ve taken the time to add page numbers and have manually built out your table of contents, re-doing this is a nightmare. With our system, the table of contents and page numbers are dynamic – essentially, whenever you re-organize the pages in the booklet, add pages or take pages out, the table of contents and page numbers automatically update immediately!!
DRAG & DROP PAGE ORGANIZATION!
Page organization has never been easier! Our pages are listed from top to bottom – grab the page you want to move and drag it where4 you want it to go – that’s it! You can use this feature with any of our EB3 pages as well as any PDF’s you choose to load into the system!
SCRAPE THE DATA FROM YOUR SBC’S!
Tired of manually entering in health plan information into your booklets? With EB3’s SBC Upload feature, you simply load your client’s SBC and the system will scrape the bulk of the data from it and populate the fields – saves HOURS of data entry!
SAVED PLAN LIBRARY!
No more redundant data entry! Whenever you enter plan, page or compliance document data into our system, you can save it to use across your book of business! Have Multiple users in your agency, no problem!! The Plan Library is accessible to everyone within your agency!
EMPLOYEE DEDUCTIONS CALCULATED FOR YOU!
No need to bring out the calculator or build out elaborate excel formulas in this system! Simply enter in the monthly premiums, number of pay periods and employer contributions and everything is calculated for you. This is a HUGE timesaver….especially when you’re trying to calculate deductions for the 40+ ACA age bands!
1-CLICK SPANISH TRANSLATION!
Are you paying someone a ton of money to translate your booklet only to get it back within 1-2 weeks? Are you trying to translate it yourself using online tools that totally mess up your booklet’s formatting? STOP! EB3 offers a 1-Click Spanish Translation feature…..just click the button and receive a fully translated booklet within 30 seconds!
LINKS, QR CODES & FLIPBOOKS, OH MY!
Do you have a 20 MB booklet, or are you tired of just sending over that same old PDF year in and year out? On top of PDF’s our system also provides users with the ability to export your Booklets to a link, a QR Code, or even a Digital Flipbook!
ELECTION SHEETS ON DEMAND!
Do you have clients that refuse to do online open enrollment? Are you spending an additional hour or two creating election sheets to go along with your booklet? Look no further –the Election Snheet we provide is dynamic and is a byproduct of the system. No additional rates or information to enter. You can customize what you want in the election sheet and we do the rest!
AUTOMATIC PREMIUM BREAKDOWN SHEETS!
Have you ever wanted a sheet that lists all of the monthly premiums, employer contributions, employee deductions, rate guarantees, COBRA rates, etc…all in one place? That’s exactly what our Premium breakdown sheet is – the best part about it? All you have to do is download it! We compile all of the rate data you in our system into a single document for your clients to enjoy!