Broker Partnerships - ComplianceDashboard

Advisor Partnerships

Compliance Peace of Mind

Built with employee benefits advisors in mind, our streamlined solutions simplify compliance management, giving you more time to strategically meet your clients’ needs.

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Relieving Your Biggest Compliance Headaches

Reduce Your Risk

Providing your clients a compliance solution tailored to their plan and company means you are the hero in the case of an audit or investigation, not in the hot seat.

Increase Your Compliance Knowledge

The Dashboard is an educational tool for both your clients and your staff, with action-oriented guidance and deep-dive topical content.

Ditch Manual Deadline Tracking

Ditch the spreadsheets! The Dashboard creates a custom calendar for each client, so you sleep better at night knowing you didn’t miss a deadline.

Divide Up the Compliance Responsibilities

The Dashboard’s collaborative design allows you to highlight the compliance services you already provide while identifying areas of employer responsibility.

Keep Up With Legislative Changes

Employee benefits law is constantly changing. Our legal team keeps up-to-date on the most recent changes, notifies your team and clients, and makes updates to our legal content.

Get More Time for Other Things

The Dashboard’s organized and proactive approach to client compliance management allows you to spend less time on administration and more time on consultation.

Don't sweat the deadlines.

Each client’s Dashboard is a customized calendar based on their company and plan information. Their Dashboard tracks compliance due dates so you don’t have to manually track who needs to complete what when.

Dashboard Task List - No More Checklists

No more reminder emails.

The Dashboard sends a Weekly Digest email to your clients on your behalf. Each Weekly Digest gives clients upcoming and past due compliance tasks that apply to them.

Look like a compliance expert, even if you're not.

The Dashboard has step-by-step guidance for each compliance task, written with all levels of compliance experience in mind. Dig deep into a compliance topic with our Complybrary, full of deep-dive content, charts, guides, and webinars.

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Be as hands-on (or hands-off!) as you'd like.

Your Advisor Portal makes client management a breeze. Want to be hands-on with compliance? Use on-demand reports to add compliance check-ins to your client communications, add notes to show off your agency’s compliance support, and upload compliance documentation. Want to be hands-off? Once a client is set up, The Dashboard’s proactive approach to compliance will still keep them up-to-date.