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Tools and Resources

Benefits Partners provides a suite of sophisticated tools and resources, designed with you and your clients in mind, to keep you running at the speed business demands.

Our custom-designed marketing, management, benchmarking and analysis tools help your firm serve clients more efficiently and effectively, and your clients implement comprehensive benefits plans that address the needs of their workforce. It’s the differentiator you’ve been looking for.

Client Marketing & Support

A marketing exchange that allows you to promote your capabilities to clients and communications services. Communications services that keep your clients clear and compliant. Data analytics that deliver the hard data you need to monitor the well-being of your clients’ plans. It’s all a part of the Benefits Partners advantage.

Learn more about Client Marketing Resources

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Education

Have a question? The NFP Education Center has an answer. Need certification and continuing education resources for yourself or your clients? We offer those, too.

Learn more about Education

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Benefits Compliance and Regulatory

The Benefits Compliance team consists of employee benefits, ERISA, and tax attorneys and industry professionals with 70-plus years of combined experience helping employers on health and welfare plan (and some retirement plan) compliance needs. The teams assists clients - through account management teams - and brokers/consultants via several different resources and vendor relationships.

Learn more about Benefits Compliance and Regulatory

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Take advantage of a truly collective member network.

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Conferences and Workshops

These aren’t your typical educational opportunities. They’re networking and learning experiences that help you establish new business relationships, address challenges and act on new opportunities.

Learn more about Conferences and Workshops