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If you’ve ever tried to create an employee benefit booklet from scratch or have even used a software program you know this can be a time consuming and tedious process. Once you’ve entered all the plan data, then comes formatting the pages, adjusting and readjusting pages numbers and the table of contents, changing the color scheme for each color on each page, calculating the rates and contributions for each line of coverage, etc…..essentially, it’s a nightmare.
That’s why we created EB3 – with 20 years in the Employee Benefits industry, we know the pain points you run into with this process, so we’ve streamlined it for you in one 5-step, easy to use system. Here’s a few of the features that will save you HOURS IF NOT DAYS worth of time:
- Create Marketing Agency quality Booklets in minutes!
- Change color schemes in a click of a button!
- Change font styles and sizes easily!
- 1- Click Spanish Translation!
- Election Sheets and Premium breakdown Sheets created as a byproduct!
- Create WRAP SPD’s!
- Create POP Documents!
- Create the Broker Compensation Disclosure form!
- Populate all your annual legal notices!
The beauty of the system is that you can create all these documents in the system at the same time - no redundant data entry!
NO CONTRACTS, NO START UP FEES, AND PLANS START AT $199 PER MONTH!
Scheduling a meeting to get a demo and learn more.
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