G1 & Done.
The intelligent infrastructure uniting brokers with carriers — automating every step from renewals and quoted proposals through sale, implementation, and employee enrollment materials. Faster turnaround. Fewer errors.
Most of the work isn’t strategic.
It’s tactical.
Renewal cycles can interfere with or halt your master plan for clients when they should be contributing to it. The work is being done tactically — reactively focusing on the short-term goals and outcomes of renewals and implementations. Renewals shouldn’t take weeks. Take back your time and reinvest it where it matters most — client relationships and their business success.
One System, Every Benefit
All of your groups, plans, rates, and documents in one verified place — not scattered across spreadsheets and emails.
Clean Data, Every Direction
Data is verified and flows in and out in whatever format needed, automatically.
Insights that Move the Business
Trends, benchmarks, and analytics that elevate every strategic conversation.
Renewals & RFPs
In-force plan renewals and rates are loaded into the system. RFPs are generated and sent to your preferred carriers with any applicable requests.
Data Verification
Returned proposals are extracted, populated alongside in-force carriers and then verified; anything needing further review is flagged for you.
Carrier Communications
Compare carrier proposals side-by-side, communicate with carriers within the platform, and then generate your client presentation.
Strategic Decisions
Review the presentation with your client to create the perfect benefit package. Initiate final sold plans directly from the platform and notify winning carriers.
Enrollment Readiness
Final decisions flow downstream to create customized client deliverables, all from verified data.