Complete a structured discovery form and generate a branded client discovery PDF.
Build a custom proposal and generate a branded sales agreement PDF for your client.
Model VB premium and broker commission projections with PPI analysis.
Access branded materials, flyers, case studies, and communication templates.
Complete this form during or after your discovery call. Download a branded PDF or launch directly into the Sales Agreement.
Select the service package. This tailors the agreement to include only relevant sections.
Benefits admin system build, integrations, and ongoing platform support.
Open enrollment services, counselor support, and perpetual client services.
The full suite — technology, integrations, enrollment, and perpetual support.
Configuration & setup — $3,500
Yearly reconfiguration — $1,500
$2.00 PEPM — waived if Perpetual Advocacy selected
Under 10 days setup
API configuration — $1,000
$0.50 PEPM/month
$3.50 PEPM × 3 mo, min $150/mo — Year One cost only
$3.50 PEPM/month, min $150/mo — perpetual
Licensed counselor-led, mandatory 75%
Renewal as needed
Full planning oversight
Renewal oversight
Campaign setup & execution
Renewal campaigns
$5.50 PEPM — includes passive enrollments & Ben Admin support
Used for both the Business Associate Agreement and Memorandum of Understanding signature blocks.
Client: — | Eligible Employees: —
| Service | Year One Cost | Annual Renewal | Ongoing PEPM |
|---|
📎 Google Drive integration coming soon — download and upload to your BenRoll client folder.
Branded materials, case studies, and resources for your team.
const MARKETING_DOCS near the top of the first <script> block. Add or remove entries as needed. Set url to your Google Drive shareable link; viewUrl is the same link with /view?usp=sharing replaced by /preview.