Client Relationship Manager

Every advisor needs to have an accurate, up-to-date system to keep track of their client base. You need access to this information 24 hours a day, whether you are in your office, at home or on the road. As long as you have a computer, tablet or mobile phone, myFLEXplan gives you instant access to the data you need.

Revenue Accounting

It is important to earn an income. But your income can provide a lot more information that can improve your profitability even more. Who are your best customers, which carrier is your biggest supplier, how much did you earn by product group? These are answers myFLEXplan can provide.

Group Benefits

Every detail about every group benefits plan, group savings plan and health spending account that you manage for your clients is at your fingertips. Not only is it easy for you to access, but you can provide your corporate clients with access to the same data. The Value-added advantage of myFLEXplan.

Health Spending Accounts

An integral part of myFLEXplan is our powerful yet flexible HSA administration system, myFLEXplan. Take a look at how you can earn referral fees and provide your clients with a valuable employee benefits tool.

Wellness Accounts

More and more employers are looking at ways they can look 'outside the box' when it comes to benefit plans. A wellness account is the key. Look at how you can advise your clients on how to best implement a Wellness plan.

Individual Policies

You have a wide range of individual insurance policies on your clients. You can try to remeber each carrier website, userid password to go through sveral pages to get the data you need. However, the most frequent questions are the ones easiest to answer, face amount, premium, renewal date, etc. myFLEXplan gives you instant access to the basic data.

Carrier Information

Let us keep track of the wide range of carrier data you need on a day-to-day basis. Addresses, Contact Information is centralized, along with the various features and 'How Do I' instructions. You can add your own data including keep track of your various contracts.