For Professional Benefits Advisors
ESight™, Take your client relationships to the next level through this value added tool
ESight™, our new module that was designed specifically for the broker and consultant community, gives you even more insight into your clients. It provides brokers and consultants with real-time access to the same information that each individual HR Team has, but also enables you to summarize and review data across multiple clients, by coverage line or by enrollment level, eligibility, and other desirable parameters so that you can quickly gauge the success of your programs across your client base and formulate action plans to improve results. This tool essentially raises-the-bar for all HR/Benefit Systems and will become the gold-standard in terms of what sophisticated brokers/insurers/consultants need and want.
The technology can be used by you in many ways:
- Centralize and coordinate data;
- Reduce inconsistencies and errors;
- Enhance timeline delivery to and from all parties;
- Enable communications across your organization, your producers, and your clients;
- Reporting capabilities based on each user's on unique access level (the user only sees what they should see);
- Dramatically reduces the time and effort to setup a client on the system and uses common sense logic for programming the setup (no IT skills required);
- Increase participation and sales; and
- Places you in /on the forefront of services provided/offered by the insurance industry to your groups and distribution systems.
Enhance your offerings to your clients: Build a client-specific online benefits administration system with our ESight™ client build technology
ESight™ allows the user to setup a client-specific system within 90-120 days, much shorter than other full-service benefit administration systems in the marketplace. In addition to the ability to rapidly deploy individual clients on ESight™, the system allows users to leverage existing client and benefit plan setups, further reducing the workload to build a client on the EBenefits platform. Through the use of 'templates' users can simply copy an existing template and then fine-tune the data and setup for each client's particular needs.
A client's system can be built by an EBenefits staff member, a member of your team, or created by a third-party partner you may already work with. EBenefits will ensure the system is built correctly and will provide all the training necessary if you decide to build the system in-house or through your leveraged relationships.
Communicate new programs, promote existing ones, or provide ongoing support through the use of EBenefits' communication channels
With the ability to manage all of your clients in one simple system comes communication functionality that allows you to effectively announce any product, service, or information you need to in a very efficient manner.
If your organization was to announce the release of a new product, they could do so by providing direct email communications to producers and representatives through the ESight™ technology in a matter of minutes. At the same time similar, but necessarily different, communications can go to your client population through both email functionality on EBenefits, and the EBenefits' message center which posts any announcements onto the EBenefits system. The next time an employee accesses their benefits online they will see a new message waiting for them in the message center. In addition, the documents that support the new offering can be posted to the EBenefits documentation center, allowing employees to access those documents anytime, from any location. You can manage these documents (add, edit, or delete them) as necessary to ensure that only correct information is posted. Finally, through the use of ESight™ and user access protocols, you can communicate to your own team to ensure that they are up to speed with communications to partners and clients.
EBenefits believes that through the use of the ESight™ technology, brokers and consultants can truly differentiate themselves from their competitors. The ability and willingness to provide a comprehensive online benefits administration, with minimal involvement from the client, is an offer other competitors cannot make. You can evolve from an insurance product provider or niche service provider, to a comprehensive strategic benefits/HR partner. Clients will not only gain new products and services from your organization, they will gain administrative efficiencies and the ability to more strategically manage their benefit package.
