Benefits

Benefits are a crucial aspect of any Professional Employer Organization (PEO) as they significantly enhance the value provided to clients.

The Benefits module offers the following features:

• Benefit Plan Renewal - Easily renew plans for the upcoming year.

  • Includes Prism and ClientSpace integration for plan management.

  • Easily renew multiple plans for the new year.

  • Have client approval of plans through the renewal workbook and a one sheet summary approval.

    Note: Docusign integration is available.

  • Export benefit plan data to Prism.

  • ** Coming Soon ** Benefit Plan Manager - Have clients make plan selections and update employer contributions that export automatically to ClientSpace.

• Benefit Underwriting - Easily create benefit approvals.

• Employee Benefit Detail - Track employee benefits information.

Topics in this guide