For Advisors
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.
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
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Process automation makes daily administration a breeze
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Clients pay a single bill, regardless of their carrier mix
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Keep benefits running smoothly and accurately
Contract compliance enforcement keeps employee data accurate
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Data duplication is eliminated through HRIS and payroll integrations
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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.
