For preferred local & regional growth-oriented brokers who are challenged with lost revenue and increasing client expectations,
Uzio is an empowering partnership that provides a cost-effective solution that simplifies benefits management for SMBs.
Unlike other offerings, Uzio improves client retention, grows brokerage revenue and facilitates new client acquisition strategies.
Key Performance Indicators
Enjoy your broker homepage that highlights your KPIs and stay focused on your core business.
Uzio brilliantly lays out a high level overview of your critical figures to help you see your strengths and identify growth opportunities within your book of business.
From open enrollment status to upcoming renewals, see it all. Keep an accurate account of total lives enrolled by product, as well as dollars sold by products. You will better serve your clients and make new offerings.
Broker Friendly Tools
Uzio has a built-in renewal calendar so you, and more importantly your client, will never miss a deadline again. You will also want to take advantage of the compliance checklist and your commission calculator.
Master Your Broker Portal
Your central control hub with a 360 degree view of your clients.
Uzio gives you the ability to manage your clients and deploy all functions of your business from one central location.
Uzio As Your Partner
“Uzio will help you set up and upload your client data. We provide you, your clients, and their employees with 24 hour customer and technical support.
A True Technology Platform
Manage all account activities within a paperless environment. Create benefits plans, manage employee census, classifications and enrollments. Track real-time data, share links and resources.
Be Ready to Grow Your Business
Uzio makes it easy to be prepared for that mid-year takeover.
Uzio has functions built into the platform that help you build proposals, create financial modeling and download standardized templates. When opportunity knocks, be prepared.
Centralized File Location
Your files, all digitally stored in one place. Use the templates and file center section provided. Never scramble for papers, scanner, fax machines or printers again.
Built in CRM Qualities
Uzio sets up your client information like a CRM. Enroll, reject, accept and resend benefits proposals with one touch to any client electronically.
Features for Brokers
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A complete agency management solution that enables different roles to co-exist in an hierarchy. This is completely configurable to meet each agency’s organizational chart and access levels. This allows you to operate like a larger brokerage house and gives you the flexibility to scale your business.
The ability for the broker and/or employers to manage employees in one centralized location. Uzio allows for easy uploading and editing of data with pre-built templates and/or online forms. Deploy benefits packages, complete forms electronically, and much more all at your and your clients’ finger tips.
Uzio’s carrier-agnostic platform supports a wide range of products that includes, medical, ancillary, tax savings and voluntary/supplemental offerings. You will also be able to integrate fully into carriers templates, processes and protocols that will help you keep compliant.
Carrier Enrollment Application Forms
Carrier Enrollment Application Forms
Generate carrier-specific enrollment forms, and have the ability to get it electronically signed from employees. Self-service EDI and mapping to carrier specific enrollment in an Excel format are also available on request basis. These forms are updated year-in year-out, so you will never have to chase down forms. Documents will also be stored in one central location repository for 24 hour access for your employees too.