Client Management, Sales & Marketing Tools

Successfully managing your own business requires the assistance of companies and suppliers who know your business and are interested in your success. Take advantage of these NAHU Preferred Providers to grow your practice.

Explore this section to learn about the many programs and value-added services that can help to manage your business.

BASIC Guru - offers online benefits management that serves as an excellent tool for insurance agents who want to differentiate their agency from others. Employers find value in our online tools that help increase employee retention, keep employers compliant with complex HR issues, and communicate benefit information with employees.

These are just a few of the features offered by BASIC Guru that will help differentiate you in the marketplace.

Our Benefit statement or "Hidden Paycheck" is a great free feature that you can offer your current clients and use as a sales tool for prospects. By taking into account the cost of benefits, employees get a true understanding of their pay. This understanding can increase employee retention and satisfaction.
Our Managed HR portal is an extraordinary benefit for agents. Each agency is provided two free subscriptions. Your groups will appreciate you for providing a tool that helps them stay educated and compliant on all complex HR issues. You will appreciate the ability to offer one of your groups an employee handbook that can be fully customized, a monthly PDF newsletter that can be sent to your clients or prospects and many other features.

NAHU members will receive a $15.00 per month discount off the monthly service charge. Sign up for one of our weekly webinars to see the total compensation tool and all the dynamic features Basic Guru has to offer. To learn more, please visit us at www.guru.basiconline.com.

BASIC Guru Express

If you like the idea of BASIC Guru but were hoping for more flexibility, you're in luck. BASIC Guru Express offers group life and health agents the ability to use technology in their agencies, allowing their clients and employees to have access to all of their benefit information in one place in a customized benefit portal.

We've developed BASIC Guru Express so that you can give your special client(s) that valued added element that will give you the extra advantage over the competition. You can now subscribe to BASIC Guru by the group (PEPM) rate.

BASIC Guru Express gives employers and employees their own customized benefit portal. Annual charge:

$300 per group per year for client web benefit portal creation and annual maintenance

Monthly fees:

$1.50 (PEPM) up to 50 employees
$1.35 (PEPM) from 51 - 100 employees

Minimum monthly fee of $50 per group.

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Complete benefits management and enrollment solution.

benefitsCONNECT® is an online benefits enrollment and administration system with fully automated EDI connectivity among employer groups, insurance carriers, TPAs, payroll vendors and brokers. Accessible 24/7 year round, benefitsCONNECT® eliminates paper and increases efficiency, allowing employer groups to simplify their entire benefits administration process.

benefitsCONNECT® online enrollment, rules & eligibility automation, and direct carrier connections provide tremendous ben-admin cost savings to your clients, as well as providing cost savings to you in managing your clients.

Using the comprehensive reports and the customer data housed in the system gives you the ability to communicate more effectively with your clients and address their needs in a more proactive manner, improving your ability to deliver a higher level of customer service.

benefitsCONNECT® offers special pricing to NAHU members, such as 50% off installation and discounted monthly subscription fees. For pricing information please contact benefitsConnect.

To learn more click here.

Dynamis is focused solely on providing health insurance sales support tools to insurance brokers. The Dynamic Plan Designer allows brokers to interactively analyze plan designs with employers, compressing evaluation of plan designs from months to minutes, resulting in improved close rates and revenue per producer. Dynamis' solutions have proven to improve sales, enhance broker loyalty, improve agency efficiencies, lower customer acquisition costs, and improve customer satisfaction. For more information, contact us at 1-877-511-7944 or visit the Dynamis website at www.dynamiscorp.com . NAHU members save 10% off of your Set up Fee. Click on "Schedule Live Demo" and enter "NAHU" in the Referral Code box to receive the discount.

Powerful HRIS system that includes online benefit enrollment.

NAHU members enjoy a 20% discount on InfinityHR, a powerful HRIS system that includes online benefit enrollment

NAHU members will attract and retain valuable clients when they utilize InfinityHR as their online benefits enrollment solution. As a leading HRIS platform, InfinityHR helps brokers differentiate their offerings for group health insurance.

InfinityHR's Benefits Enrollment capabilities make it convenient for your group clients to manage their benefits and other HR-related information in real time through one central web-based system that they can access from anywhere. The Employee Portal is part of our integrated system that connects employees, managers, administrators, carriers and payroll.

Suite of tools developed for the purpose of helping agents effectively sell Health Savings Accounts (HSA), along with qualified high deductible health plans.

The HSA Tool Kit provides practical, proven tools to help insurance professionals sell both employers and employees on the concept of using HSAs, along with high deductible plans, to reduce costs, plan for the future, and improve employee morale.

Included in the HSA Tool Kit are:

Employer Presentation

Employee Presentation

HSA Fact Sheet

Sample Reimburseable Expenses

QHDHP/HSA Proposal

Premium Analysis

Common Sense Consumerism Article

To learn more click here.

Insurance Industry's most comprehensive news and information resource for insurance agents.

Armed with an InsuranceNewsNet Insider subscription you will gain invaluable access to the latest industry news and insights in the Health & Life Marketplace from 1,000’s of trade journals, financial publications, and news outlets.

From HSAs to MSAs to Successful Sales Strategies, you will have all your reading work done for you - condensed and delivered to your desktop in a succinct, relevant and easy-to-profit from format.

Where it all comes together!

Technology Division
This division of LTC Connection develops web-based sales and customer communication products for the long-term care insurance industry. Whether you sell a little long-term care insurance, or a lot, our products help insurance and financial professionals grow, manage and market their business. Although our products offer tools specific to long-term care insurance, they can also be used by insurance and financial professionals that do not sell any long-term care insurance.

Continuing Education Division
This division provides classroom and online training courses to meet the new requirements implemented as a result of the Deficit Reduction Act and the NAIC Producer Training Model Act. My LTC Training is available as a customized portal if your organization would like to host your own online training. We also offer a turn-key classroom training program so you can offer classroom training to your organization.

To learn more click here.

10% discount on the best policy in the industry - offers real protection not found in "agents of" programs.

As a licensed Life and Health agent, broker or consultant, you risk the possibility of a claim or lawsuit every time you perform your professional services. And even if you have some type of coverage in place, it may not adequately protect you.

You can trust Marsh to custom-tailor an individual policy to meet your needs. Marsh has an outstanding reputation for offering superior products, quality services and expertise in the professional liability marketplace. They have been helping NAHU members understand their need for this type of coverage for nearly 13 years.

Let us help you understand your needs and get the right coverage in place for you today. Click here to learn more.

20% off on selected products.

Offering tax, insurance, and financial planning products.

Divided into five manageable topics with often-overlooked opportunity – each offering quick scenarios where Cash-Value Life Insurance is best. Plus, new title addressing divorce and life insurance. Bundle consists of five titles for about the retail of only four. Pocket-sized.

10% discount on Norvax sales automation & web marketing tools for health insurance agents.

Multi-Carrier Quote Engine. Slash your quoting and proposal-generation time by up to 96%. Have more free time while you serve more clients each day and run dozens of quotes in seconds.

Industry-Best Lead Management System. BrokerOffice’s advanced lead tracking and management features helps you stay on top of all your prospects and deliver higher ROIs.

Dynamic Agent Website. Get an agent website designed to present a professional image and convert visitors into leads. With the integrated quote engine, online shoppers will find a one-stop resource on your website.

Automated Lead Nurturing. Revive dormant leads and easily guide thousands of “long-term” prospects to a buying decision with the LeadMiner email autoresponder.

To learn more click here.

All employers require Summary Plan Descriptions (SPDs) containing clear language about available health and welfare benefits that are compliant with ERISA, PPACA, and other laws. PLAN DOC Builder™ by SRP simplifies the task of generating Plan Documents for all self-funded and fully insured plans.

Using PLAN DOC Builder, Brokers and Agents solidify their client relationships by ensuring compliance and minimizing audit risk.

Free trial accounts and personal demonstrations are available.

NAHU members receive a 25% discount on monthly license fees and an additional 10% discount with an annual pre-pay. Visit www.srpplandocs.com for more information or call 855-PLANDOC (752-6263).

10% discount on quality health leads.

ProspectZone, the nation’s biggest provider of health insurance leads, has partnered with the National Association of Health Underwriters (NAHU) to provide NAHU members with the reliable flow of high-quality health insurance leads their success demands.

Real-Time Delivery - Your leads hit your inbox seconds after entering our system, so you can call prospects while they still have insurance on their minds.

Genuine Prospects - We never lower quality by offering incentives to become leads. These are real online insurance shoppers requesting a quote.

Guaranteed Valid - We run each lead through our dynamic validation database and stand behind our lead quality with the industry’s most generous replacement policy.

To learn more click here.

SMART enables benefits advisors to create benefits strategic plans for their clients quickly, easily, and efficiently. SMART is an acronym for Strategic Marketing and Retention Toolkit and is a licensed program providing a consistent, well-document methodology for interacting with clients and leading the benefits strategic planning process. SMART enables an advisor to: sell more products per client; generate more revenue per client; retain clients longer than their peers; generate increased profit margins; and to enhance their business asset value. To learn more about the program, please view the presentation by clicking here.

NAHU members receive a 10% discount.

To learn more, click here.

Custom newsletters on the important topics of the day for your clients with a 10% discount for NAHU members.

When you send your clients and prospects a custom newsletter, you stay in touch using information they want...with your branding front and center.

Best of all, when a client or prospect passes your newsletter to a friend or business associate, your company name and logo get passed along too.

It’s like having a public relations firm on retainer for a fraction of the cost.

To learn more click here.