BRANDED REPORT CARDS
Bring your logo and color treatment into the experience employees and clients actually look at. The clarity belongs to the client; the credibility stays with you.
Broker Pro · $99/month
Put your name on the benefits truth.
Broker Pro turns benefits confusion into branded intelligence clients can understand, circulate, and act on. Your report cards. Your Heat Checks. Your point of view when it matters.
$99/month. Clear client communication, not a substitute for legal, tax, fiduciary, actuarial, or plan advice.
B
Prepared for
YOUR BROKERAGE
Benefits clarity grade
C+
The plan may be solid. The employee story needs a stronger guide.
Broker read
ACT NOW
Deductible
C
PTO
B
Match
C+
Not another vendor portal
A client-facing view that makes your expertise easier to see and share.
Price
$99/month
Centerpiece
Your brokerage brand
Built for
The next client conversation
Make the brand visible
YOUR CLIENT SHOULD KNOW WHO MADE BENEFITS CLICK.
Your identity
CLIENT-READY HEAT CHECKS
Turn plan details into an easy-to-share view that creates a more useful opening than a generic status report.
TRUSTED-GUIDE LANGUAGE
Frame the broker as the person who helps clients navigate the fine print—not an opaque vendor pushing a platform.
Three ways to use it
A GOOD ROAST IS ONLY THE START.
Broker Pro gives the next message a recognizable home: your brokerage, your client relationship, and a clear reason to keep talking.
01
Pre-renewal with a 250-person client
- Input
- Their benefits summary and the questions already surfacing before renewal.
- You send
- A co-branded Heat Check with a plain-English report card and your recommended renewal talking points.
- Desired outcome
- Start the meeting as the guide who makes the tradeoffs understandable—not the vendor who hides them in a deck.
02
Prospecting follow-up after a benefits Roast
- Input
- A prospect’s shared Roast result or a short set of benefits details from the first conversation.
- You send
- A branded follow-up view that turns the score into a useful next question, with your logo and color system upfront.
- Desired outcome
- Give the prospect something they can circulate internally while keeping your advisory point of view attached.
03
Enrollment-period education campaign
- Input
- The client’s plan highlights, enrollment calendar, and the benefits employees keep asking about.
- You send
- A client-ready, broker-branded explainer and Heat Check view for the moments employees need clarity most.
- Desired outcome
- Make enrollment education feel useful and shareable, while reinforcing who helped employees navigate it.
How it works
MAKE THE NEXT STEP EASY TO SHARE.
01
Bring the benefits story in
Start with a Roast, a benefits summary, or the questions already present in a client conversation.
02
Add your brokerage point of view
Apply your identity to the report-card and Heat Check experience, then shape the message for the moment.
03
Send the useful thing
Give clients a clear, branded view they can understand and circulate before the conversation loses momentum.
Questions, answered
NO VAGUE PLATFORM TALK.
Broker Pro makes the benefits conversation easier to understand. It does not manufacture claims, replace a qualified advisor, or tell a client what plan to choose.
BE THE BROKER WHO MAKES THE BENEFITS STORY MAKE SENSE.
Put your brand on a clearer conversation for $99/month.