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Benefits Manager — Whiteboard Walkthrough
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Benefits Manager
Features & Benefits
From rate sheet to signed elections — the whiteboard walkthrough.
The Problem
Enrollment season runs on PDFs, paper, and guesswork.
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Static rate sheets
Carrier PDFs get manually re-typed into spreadsheets every renewal, plan after plan.
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Paper enrollment forms
Chasing signatures one employee at a time, with no record until it's scanned in.
🙈
No visibility
Brokers and HR can't see who's actually enrolled until it's too late to follow up.
The Solution
One system, from comparison to signed elections.
Benefits Manager replaces the PDF-and-paper cycle with a live, mobile-friendly system three people use every renewal season — each with exactly the view they need.
🧑💼
HR Admin
Tracks & reports
Feature
Every plan compared — with the real cost, not just the premium.
⚖️
Health, dental, vision, and any custom benefit are laid out side by side — deductibles, copays, and coverage, without the legalese.
Every plan shows three numbers: the full premium, what the employer contributes, and "Your Cost" — calculated against the employee's real pay schedule.
Blue Card 2500 · Member Only
Monthly Premium$1,167.00
Employer Pays–$957.00
Your Cost / Paycheck$96.92
Feature
Carrier rate sheets, read automatically.
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Upload a carrier's PDF rate sheet and the system reads it — plan names, premiums, and benefit details filled in automatically instead of retyped by hand.
Employer contributions are never on a carrier sheet — a quick-add button appears right on every scanned plan so nothing gets missed.
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Carrier PDF
One plan per page
→
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Structured Data
Ready to review & share
Feature
From "which plan?" to signed — in one sitting.
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Employees pick a plan and tier — or waive — for each benefit, watching their real cost update live, then type their legal name as an electronic signature.
The moment they submit, they get an instant PDF copy — and so does the employer's record, automatically.
ELECTRONIC SIGNATURE
Jordan Rivera
☑ I certify this is my legal electronic signature.
✓ Elections Submitted
Download My Copy (PDF)
Feature
A portal for the employer's own HR team.
🏢
Every client gets a separate, private link for their HR contact — no broker login, and no access to any other company's data.
- Track enrollment progress in real time
- Send reminders, individually or to everyone pending
- View the same plan comparison employees see
- Export the same payroll-ready report
HR ADMIN PORTAL
Acme Corp
12 of 15 employees have submitted80%
PENDING
Sam Lee✉ Remind
Alex Chen✉ Remind
Feature
Know exactly where enrollment stands — always.
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Reminders
One-tap nudge to anyone pending, or remind everyone at once.
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Bulk Import
Upload a payroll spreadsheet to add a whole roster in seconds.
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Re-Confirmation
Pay frequency changes flag affected employees automatically — their original signed record stays untouched.
Feature
Payroll-ready reports. Any benefit you offer.
One row per employee: status, plan & tier per benefit, and total premium, employer contribution, and per-paycheck deduction.
Health, Dental, and Vision come standard — add Life, FSA, Disability, or anything else.
🏥 Health🦷 Dental👁 Vision💰 Life
+ Add a Benefit Type
The Payoff
Built for everyone at the table — not just one side.
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For the Broker
- Hours saved every renewal season
- A real differentiator vs. paper
- Stickier client relationships
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For HR
- Self-service tracking, no broker calls
- One-click payroll-ready reports
- Always know who's still pending
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For Employees
- Real cost, not just a premium
- Sign from any device, in minutes
- Instant copy of what they elected
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Let's put it on the whiteboard.
See a live demo, or try it with your own clients.
nysmallgroupplans.com
(631) 963-6020
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