ABDI Services

Price $550.00

HRA benefits are uniquely designed by your for your client

  • Product is agency and agent branded
  • HRA is complete with all required compliance documents
  • Product includes a compliance, self-administration guide
  • To be used without a TPA, self-administered
  • Product can be delivered within minutes of submission
  • All documents are IRS & DOL compliant
  • Increases employee benefit satisfaction
  • Delivered with a self-administered compliance guide
  • Simple to create
  • Enter client data on a 1 page data form
  • Product populated all documents and forms with client info
  • Product populates and brands all documents to you
  • After submitted, product immediately e-mails 7 files to you that you are ready to deliver to your client
  • A self-administration guide is sent for you to enter your clients participating employees and depenedents to track reimbursements
  • Self-administration is driven from Insurance company EOB's
  • Most Agents bill their clinets for this service, one-time document set-up fee

HRA Custom Documents Included

  • All documents are client identified, agency branded
  • Summary Plan Description
  • Administration Plan Description
  • Self-Administration/Compliance Manual
  • Corporate Resolution
  • Amendment Request
  • Claim Form
  • Simple Self-Administration Reimbursement Tracking Program

Value to Agents

Agents/Brokers don't buy our products for the software itself. They buy for the benefit provided, the step-by-step solution to a sales problem. They buy for the reassurance that we've covered all the bases: that your job is done right, that you will be recognized as the most recognized as the most knowledgeable advisor when you recommend benefit solutions to your prospects and clients.

 

 

Save Yourself Time and Effort with Advanced Benefit Design Institute

We Always Create the Real Value and Work with All Passion

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