Manage Your Book of Business in Minutes with BrokerCommand

BrokerCommand2018-07-10T14:52:49+00:00
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Meet BrokerCommand:
Built By Brokers, For Brokers

ConnectYourCare understands the unique needs of the businesses you serve — from the smallest size to enterprise.

That’s why we built BrokerCommand, our robust benefits management platform for tax-advantaged accounts, which enables you to perform critical tasks without requiring significant time commitments or administrative headaches.

Do you have the right tools in your benefits toolbox?

You don’t have to settle for fixer-upper TPAs. It’s not too late to build a better benefits program for 2019. Partner with ConnectYourCare for benefits account administration you can count on.

Learn More

With BrokerCommand, you’ll be able to:

Broker Command - Increase Efficiency Screenshot

Increase Efficiency

The streamlined BrokerCommand dashboard helps you stay organized with a snapshot of your proposals, implementation statuses, helpful plan reminders, and quick access to frequently needed reports and resources.

Manage Clients

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.

Broker Command - Generate Proposals Screenshot

Generate Proposals

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.

Broker Command - Get Helpful Resources Screenshot

Get Helpful Resources

BrokerCommand’s Resources section serves as a centralized hub for vital compliance and plan documents, as well as educational tools that you can share with clients as their value-added partner.

“We moved to ConnectYourCare because we needed a better system for monitoring COBRA, a better system for our FSA program, and a platform for our new HRA program. Having a platform that would handle all of these, all-in-one, made things a lot simpler for us, administratively. It’s really now about the technology that helps us be more efficient, move faster, and more smoothly.”

Polly Booher, Benefits Manager, WakeMed
 

See BrokerCommand in action!

We would love the opportunity to show you how our technology makes your life (and your clients’ lives) simpler.

Send us your contact details, and a CDH expert will reach out to find a convenient time to share our technology with you.

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