Toll Free  800.716.9818

The Broker Challenge

In an era of increasingly-complicated insurance offerings and highly-competitive benefits solutions, successful brokers must become extremely efficient at managing client accounts and providing superior customer service.
 
Brokers need effective software solutions that help them prospect for new business, manage their entire book of business, and provide value-added services to their clients. They need easy-to-use tools that electronically manage benefits enrollment, administration, rate quoting and renewals.
 
Most importantly, brokers need centralized control of their accounts, with effortless access to carrier information, census data, and reports.

The Solution

Transcend Technologies’ Group Benefits
Manager (GBM) is a comprehensive,
Internet-based, HIPAA compliant
Broker solution that provides:

• Intuitive, Broker Centric Agency 
  Management

• Simplified, Accurate Enrollment via 
  Electronic  Smart Forms

• Centralized HR Management, Benefits
  Administration, Task Management and
  Reports

• Customized Access to Data, Links,
  Notes, and Carrier Information

• Enhanced Communications Between
  Agents, Brokers, HR Administrators,
  and Employees

• Integrated Sales Tools

Simplified Enrollment

Employees can be the strongest link in the benefits enrollment process—but they need the right tools at the right time to be effective. Providing convenient access to benefits information and easy-to-complete forms are essential to simplifying the enrollment process.

Guided Employee Self Service

Transcend Technologies’ Group Benefits ManagerME (GBM-ME) is an easy-to- navigate, Web-based application that provides employees with 24/7 access to benefits and other employer information. Each guided enrollment process begins with a greeting email and simple login instructions. After signing into a secure environment, employees are prompted to complete personal, dependent, and benefit selection information.

Cost-Effective Management

Employers strive to attract and retain top employees with competitive benefits programs. As support staffing slowly shrinks and workload requirements continue to increase, maintaining a cost-effective benefits program, communicating with carriers, and educating employees can be a daunting proposition for HR administrators.

Streamlined Benefits
Administration

Transcend Technologies’ Group Benefits ManagerHR (GBM-HR) is a complete solution for managing employer benefits programs. GBM-HR decreases administration costs by reducing time, paperwork, and staffing requirements. It improves data accuracy through intelligent, self-populating forms and provides HR administrators with detailed census reports. A centralized communication portal enables HR administrators to easily access and share information.

Toll Free:
Local:
Fax:
E-mail:

1.800.716.9818
1.503.557.4997
1.503.557.1244
info@robinsonfinancialgroup.com

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704 Main Street, Suite 232
Oregon City, OR 97045