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©2019  Insynctive Inc.
Features for
Benefits Brokers

Your clients want more than just online enrollment.

And we have it.

Designed for brokers that need an all-in-one Benefits and HR solution for the SMB market 

IDEAL FOR BROKERS WHO:

Have clients on small and large group plans

Are facing competition from the new broker-technology firms. 

Want to grow their business while becoming more efficient

Want to cross-sell new products and services to their clients

Compete effectively in today's world of Software-as-a-Service

Insynctive complements your existing client relations and industry expertise. 

Grow your business

Insynctive frees you up from inefficient processes so you can focus on maintaining and growing your client list, and on providing superior support and expertise. 

Differentiate your services and stay competitive

Your clients are learning about new software-as-a-service (SaaS) solutions. They want one go-to place for all of their HR services, including benefits, payroll, employee information, compliance, and more. With Insynctive, your clients get the best of both worlds: your expertise and great service, and an all-in-one white label HR SaaS platform that enables you and your clients to work in concert together, making both sides more efficient, with lower costs. You can defend your business from competing SaaS solutions that are targeting your clients directly. 

Embedded Helpdesk so you can scale as you grow

You can’t just add customers. You need to keep those customers happy, which means providing great customer service even as you grow your client base. We do our part to scale your support as you not only add new clients, but sell more services to those clients. Our platform comes with a built-in customer service system for dealing with inbound ticket requests from several channels — in app, email, web, and phone. Divide roles and responsibilities between the broker, HR admin, managers, and others using the system. We also make it easy for employees to help themselves.

Deploy New Client Accounts Quickly

Insynctive is rapidly configurable and deployable, with an administration dashboard designed for service providers handling hundreds of client companies. By using templates, our partners are able to deploy a custom-branded Insynctive site for their SMB clients, with all the right settings, in about 15 minutes

Visibility across your book of business

We designed Insynctive so that brokers could manage 100’s of clients from one place. See key metrics, across your client base, on one dashboard. Insynctive provides a bird’s eye view of what’s happening. We make it easy to keep track of the status of support tickets and employee questions from any account so that nothing falls through the cracks. 

Drive efficiencies

Don’t waste your time on mundane work. Give yourself more time to do what really matters. With Insynctive, you can create custom workflows to transform and automate current paper-driven processes not only for your clients, but for your own internal team as well.

HR

  • Employee self-service

  • Flexible onboarding workflows

  • Document management

  • Built-in compliance

  • Electronic signatures

  • Enable Fill and e-Sign for any document

  • HR reports

  • No duplicate data entry

  • HR data syncs with payroll

Benefits

  • Paperless enrollment

  • Fully-integrated rates service

  • Small group, large group

  • Any carrier form

  • Handles complex rate structures

  • "On behalf of" features

  • Secure transmission of data and forms to carriers

  • Open Enrollment Realtime Dashboard

Payroll

  • HR data synchronized with payroll

  • Automated tax filings

  • Direct deposit

  • Dedicated customer support

  • W-2 processing

  • New hire reporting

  • Employee access to pay stubs

  • Management reporting

  • PTO tracking