Introduce HR Software

Interested in learning about our portal? Call 817-367-7774

Not all benefits advisors are created equally.

insurance-portalFor Insurance Benefits Team, it comes down to keeping our clients in compliance with healthcare reform while ensuring they have a sustainable health plan strategy.

The first step to getting in compliance is putting a process in place and ultimately moving everything online. To do that, we give our clients access to a proprietary all-in-one HR platform to help wrap their arms around the dysfunction and stay accountable to the powers that be.

The platform supports tens of thousands of users along with multiple insurance companies and payroll provider integrations.

The portal can be used immediately for Onboarding and Benefits Administration, adapting other functionality as you grow more accustomed to the system.

Portal Features:

Simplify Onboarding

Your office is going to look great without that file cabinet. Bernie takes care of storage for you. Whether it’s W-4s, W-9s, or I-9s, or employee agreements, we’ve got your back.

Online Annual Enrollment

No more paperwork headaches. You’re printing hundreds of pages. You hate it. Your employees dread it. It’s wasting time and money. Go online with our portal.

Year-round Benefits Portal

Employees get “at-their-fingertips” access to their benefits year-round so they can view their medical benefits summary or employee agreement anytime they want.

Time & Attendance

Feeling overwhelmed with trying to keep track of your employees’ hours? We now offer a simpler way to view, adjust and track all time cards.


Our Portal integrates with both insurance and payroll providers. If we aren’t digitally integrated with one of your carriers yet, we’ll manually communicate employee elections so that you don’t have to.

Paperless PTO

Tracking time off is a breeze with the Portal. With everything stored online, you can kiss your paper days goodbye. Your employees will love you.

iPhone App

The new iPhone app keeps our amazing features within reach at all times. You can utilize everything from onboarding to checking your HSA balance anywhere.

Additional HR Functionality

The Portal does more than just onboarding and open enrollment, you can add 1094-C/1095-C reporting email notifications and qualifying events to streamline your HR processes.