For Advisors

The last employee benefits platform you and your clients will ever need.

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The platform to build your practice on

The best admin for your clients. Scalable practice management tools for you.

Effortless Admin is a true administrator, not a middleman. Advisors remain the agent of record on their business and continue to work directly with their carrier partners. We exist to solve real administration challenges and to support advisor firms in the management and analysis of data.

Industry leading benefits management software

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Give the gift of effortless admin

The best end-to-end, multi-carrier experience for your clients

Take the pain out of administration

Enrolling employees is easy with streamlined onboarding tools

Process automation makes daily administration a breeze

Clients pay a single bill, regardless of their carrier mix

Keep benefits running smoothly and accurately

Contract compliance enforcement keeps employee data accurate

Data duplication is eliminated through HRIS and payroll integrations

Our benefits admin concierge is here to support administrators

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Tools for your practice

Take advantage of a robust suite of advisor practice management tools. We have you covered from quoting through renewal preparation and everything in-between.

Manage your quotes efficiently

Streamline the quoting process through an integrated quote management system. Define plans, produce automatic requests to quote, organize responses and produce white labelled proposals that are ready to deliver.

Get actionable insight, faster

Be informed like never before with meaningful insight into each client. No more demanding manual report creation or waiting until renewal time to review plan performance. Our tools offer actionable insight through interactive analytics that are updated every month.

Simplify the renewal experience

Efficiency at renewal time comes down to your ability easily organize, analyze and output data. Save precious time during the renewal crunch with automatically generated, white labelled, insightful and customizable renewal reporting.