It’s amazing how fast you can work with the right technology.

Quote faster. Enroll faster.

The faster you work, the more time you have for building your business.  Excelsior offers the technology that’s right for you.

Learn about Employee Navigator
Learn about ConnectSuite
Learn about Benefitter
Learn about Ease

Employee Navigator:
Navigate your agency to the next level.

With digitized group enrollment and HR management, Employee Navigator is perfect for business with 2-250 employees.

Online enrollment has never been easier.

Lightning-Fast Setup

Create or use prebuilt plans with prepopulated rates and forms.

Easy Submission

Securely submit open enrollment and mid-year changes directly from Employee Navigator to your favorite carriers.

Empower Employees

With a unique login, employees can view side-by-side plan comparisons and can access benefits information 24/7.

Support Your Clients

Access an enrollment progress dashboard, email employees yet to complete enrollment inside Employee Navigator, and copy past plans for renewal.

Manage Changes

Review and make benefit and HR changes year-round, plus get notified when an employee adds a qualifying life event.

Employee Navigator can transform any
HR department.

Onboarding

Create and send offer letters, ensure completed W-4s and I-9s, and digitally collect signatures for policy documents.

ACA Compliance

Ensure coverage offered meets government guidelines, send required notifications, and generate IRS forms.

Payroll Integration

Employee Navigator integrates with top tier payroll providers so your clients can sync deduction and demographic information. Learn more about how Employee Navigator can help grow your business.

Let's Chat

The Excelsior ConnectSuite Platform:
One platform. Four tools. Unlimited potential.

ConnectSuite was created to help you manage your business by taking care of the things that take up too much of your time. Interconnected tools and resources help simplify your sales process. It can help you grow revenue, manage expenses, and maximize time—all from the same place.

LeadConnect

Finding high-quality leads to help grow your business can be time consuming. Our LeadConnect tool does it for you. LeadConnect helps you:

  • Purchase leads from top vendors
  • Align leads and costs with your sales strategy
  • Enjoy connectivity as leads automatically funnel into BrokerConnect

QuoteConnect

It’s never been easier to compare multiple carriers and products simultaneously, create professional side-by-side proposals, and instantly begin applications for your clients with our QuoteConnect tool.

BrokerConnect

BrokerConnect is like having a few extra employees on staff. Use this tool to manage activity, convert leads, and track sales with ease either on a laptop, desktop, or mobile device. BrokerConnect is the workhorse that:

Tracks your prospecting activities, including emails, texts, and calls, to better visualize your sales funnel

  • Manages current, future, and past activities in a comprehensive task list
  • Receives notifications of activities, such as new leads
  • Sends clients automated emails and digital business cards

Resource Center

The Resource Center is your hub for all you need to know about individual health insurance. This tool helps you stay current on the latest industry news, access our comprehensive training library, enjoy self-serve reporting, and find carrier appointments and product information when you need it.

Learn more about this proprietary platform only from Excelsior Benefits.

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Benefitter Broker Solutions:
Do everything—from start
to finish—in one place.

Excelsior Benefits delivers an easier way to cross-sell medical and ancillary products to your small business clients. The Benefitter Broker Solutions Platform quickly streamlines your business and we’re giving it to you for free.

The one platform that gives you all the control.

  • Quote medical, dental, vision, and life within 5 minutes
  • Direct installation with select carriers
  • Generate elegant, client-ready proposals with one click
  • Access carrier enrollment and marketing in one place
  • Use on tablets, PCs, and Macs with 99.99% uptime

Learn more about how the Benefitter Broker Solutions Platform puts you in the driver’s seat.

Let's Chat

Ease:
The easy way to take
 your agency to the next level.

Discover the #1 rated benefits administration and HR software for businesses with 2-250 employees, powered by insurance brokers.1

Online enrollment has never been simpler.

Lightning-Fast Setup

Create or use prebuilt plans with prepopulated rates and forms.

Easy Submission

Securely submit open enrollment and mid-year changes directly from Ease to your favorite carriers.

Empower Employees

With a unique login, employees can view side-by-side plan comparisons and can access benefits information 24/7.

Support Your Clients

Access an enrollment progress dashboard, email employees yet to complete enrollment inside Ease, and copy past plans for renewal.

Manage Changes

Review and make benefit/HR changes year-round, plus get notified when an employee adds a qualifying life event.

Ease can transform any HR department.

Onboarding

Create or use prebuilt plans with prepopulated rates and forms.

EaseHR

Allow employees to request time off, conduct performance reviews, view company stats, and more.

ACA Compliance

Ensure coverage offered meets government guidelines, send required notifications, and generate IRS forms.

Payroll Integration

Ease integrates with top tier payroll providers so your clients can sync deduction and demographic information.

1. https://www.g2.com/categories/benefits-administration?segment=small-business

Get the Ease Pro Starter license for $299.

Begin enjoying the benefits of digitized group enrollment and management. The exclusive license is only available for new Ease subscribers, and includes full access to the Ease platform with up to 500 employees and two user licenses.

Let's Chat