Take control of the compliance conversation. Have the whole picture at your fingertips.

The second generation of our powerful compliance assessment tool for health and welfare benefits plans eases the information gathering process and delivers the most valuable gap analysis for each individual plan sponsor.

A Library of Compliance Assessments

Core

Take Control of the Compliance Conversation

The Core 25 Assessment distills the complicated compliance landscape down into 25 of the most common issues that employers face. Armed with the resulting gap analysis, employers can then prioritize mitigation strategies and in the end be sure that they have addressed a large portion of their overall risk.

Ideal for:

  • Onboarding
  • Relationship building
  • Addressing the most common issues
  • Year-one compliance review

Advanced

Have the whole picture at your fingertips

This intensive assessment delivers the most comprehensive picture available of the health and welfare benefits compliance landscape. The questionnaire’s 60+ topics provide detailed information on a wealth of compliance issues and deliver in-depth look at the plan sponsors current risk profile.

Ideal for:

  • Plan sponsors that want all boxes checked
  • Less common but still important issues
  • Deeper questions
  • Year-two+ compliance reviews

Sales

This extremely abbreviated assessment includes 12 cherry-picked topics proven to be sales wedge issues.

DOL Audit

This assessment mirrors just those compliance topics that are typically included in a DOL audit.

License for Unlimited Use

Unlimited Use

$400

Per Month

For agencies with under 5 MIL in annual benefits revenue

Unlimited Use

$600

Per Month

For agencies with between 5 and 10 MIL in annual benefits revenue

PREMIUM LICENSE

$*

Custom Quote

For agencies over 10 MIL in annual benefits revenue