A Benefits Placement System
By connecting people, systems, and information through modern technology, we enable brokers and carriers to collaborate and manage the entire placement process in one shared system.
Get connected
Create your account, set up your book of business, and invite others in.
Find your flow
Collaborate more effectively with improved workflows between brokers and carriers.
Manage your client
Access client history, documents, and sold plans in a shared system of record throughout the plan year.