EB3 is an online system used to automate the process of creating Fully Customizable Employee Benefit Booklets that you can provide to your clients and their employees. In a time where employee benefits have become extremely complex, it’s more important than ever as an agent to be able to effectively communicate company benefits information and pricing to your clients and their employees.
There are many wonderful systems available that give employees the opportunity to enroll in their benefits electronically, but none of these systems can deliver the detailed benefit information, waiting periods, open enrollment info, annual legal notices, and definitions a Customized and Articulate Benefit Booklet can provide. Whether they are printed and handed out, or made available through an enrollment system or company intranet/shared drive, Benefit Booklets are still the best way to make sure everyone has the information and legal notices provided to them for open enrollment each year.
Features
This system was created by Insurance Agents FOR Insurance Agents – we all know there is increased competition across the market these days and one way to differentiate your agency is by offering a customized benefit booklet to your clients and their employees. These booklets not only take care of benefit education and satisfying certain legal requirements, but they also can answer a lot of Frequently Asked Questions employees may have during the year
Lines of Insurance Coverage Included
Health
Dental
Vision
Long term Disability
Short Term Disability
Life
Supplemental Life
Accident
Critical Illness
System Features
- Spend 20 minutes making a benefit booklet instead of hours
- Fully Customizable – Load your client’s logo, select from several cover pages & choose your own color scheme
- Booklets created for each client are saved in the system so you can easily make changes year over year
- Simply select the lines of coverage you want to include and then load the benefit information and premiums
- The Premium Generator calculates all “per paycheck” employee premiums after your input of monthly premium, pay period and contribution
- The “Save Plan” feature allows you to save benefit information you’ve loaded for one client and re-use it across your book of business
- Annual Legal Notices can be selected and populated
- Provide your clients with a full “Premium Breakdown Sheet” for their records – created automatically
- Automatically created Election Sheets are available for those clients who do not have online enrollment available
- Load your own external pdf content into the booklet
- The “Drag and Drop” feature allows you to change the location of each page in the booklet
- The booklet can be easily downloaded from the client screen and emailed as a pdf attachment
- Printing/Shipping services are available, or the booklet is formatted in “Portrait” if you wish to print it yourself