As a broker in today’s market, you thrive on adding value to your business and building successful, sustainable relationships. You depend on quick and efficient means to deliver exactly what your customers need—minus the noise, minus the hassle.
That’s why we built BrokerCommand, our robust CDH benefits management platform that enables you to perform critical tasks without requiring significant time commitments or administrative headaches.
The streamlined BrokerCommand dashboard helps you stay organized with a snapshot of your proposals, implementation statuses, helpful reminders, and renewal activity as well as quick access to frequently needed reports and resources.
The Resources section of BrokerCommand gives you a centralized hub for generating vital compliance and plan documents, as well as accessing educational tools you can leverage to provide clients with insights as their value-added partner.
Regardless of the complexity of the benefits needed, you can easily add and onboard clients, process renewals, and manage group relationships, including census and enrollment action items.
Run reports on commissions, enrollments, renewals, and other key metrics to ensure nothing slips through the cracks.
Create benefit plans within minutes with granular control over products and fees and share a proposal with your clients electronically.
Then, when you’re ready, submit new sales to manage client relationships from one centralized dashboard.