Build Your Benefits Toolbox
Our toolboxes are packaged to include the tools and resources to make your team more efficient and benefits savvy.
Review our pricing and download our service agreement here.
Review our pricing and download our service agreement here.
Broker Resource Library (BRL)TBA keeps track of new insurance legislation and changes. We pen articles with you and your clients in mind. Our library allows you can search by audience (broker, employer, employee) and by category (such as Federal Requirement, Cheat Sheets, and HSA).
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Includes Basic and adds: Wired Quote TBA has partnered with Wired Quote to house our library on their platform. Learn More: Comparison of WQ library output vs. TBA library output |
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Includes Basic Plus and adds:
Plan Comparison Tool - (PCT)With TBA’s PCT, you can compare 2-4 plans side-by-side in mere minutes. No more pouring over carrier summaries and SBCs. We do the work, you save your sanity!
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Includes Intermediate and adds:
Excel Plan & Rate Tool- (EXPRT)Take TBA’s PCT to the next level by including rates in your comparison of up to 20 medical plans side-by-side. Our program also includes preset dental and vision plans (and rates where applicable) plus ready-to-go life and disability templates. You can produce an entire report for your client in less than 30 minutes!
Census Converter Tool - (CCT)Create bid-ready census files in seconds! Using TBA’s Excel Employee Census Template, our converter will get you bidding to the market lickety-split.
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Available without a License
Vetted Vendor Library (VVL)Our library of vendors includes those who meet our strict standards. Start your search for products, processes, and programs that are sure to be a hit with your agency, your employers, and their employees. Access to the VVL is free. Just register on our product site.
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