ERISAPros, LLC

As a member of the Orange Partner Program, ERISAPros enables benefit brokers to import existing client information from BenefitPoint to create Wrap Plan Documents, Premium Only Plans and Form 5500s from a single platform.

To learn how your agency can save time as well as attract and retain clients with ERISAPros Wrap-Tight integration with BenefitPoint contact Michael Eaton VP of Sales and Business Development at 678-443-4009.  

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ERISAPros, LLC is a professional services firm that helps companies comply with the Employee Retirement Income Security Act for health and welfare benefits. We specialize in creating Wrap Plan Documents, Summary Plan Descriptions, Premium Only Plans and filing of the Annual Form 5500 for employers through partnerships with benefit brokers. We offer a suite of consultative solutions in addition to a web-based application called Wrap-Tight for developing ERISA Wrap Plans. Through our Vertafore Orange Partnership we have integrated Wrap-Tight with BenefitPoint to make providing Regulatory Related Documents easier by importing client specific information in the Agency Management System.

ERISAPros-Vertafore Partnership

ERISAPros’ Wrap-Tight is a fully integrated web-based Regulatory Compliance Platform. Benefit Brokers or their employers can create Wrap Plan Documents, Summary Plan Descriptions and Premium Only Plans by entering detailed information about their benefits into online questionnaires. This plan information is also the originating source of data for the Annual Welfare Form 5500. Now with Wrap-Tight’s connectivity to BenefitPoint, Vertafore Agencies can re-purpose client information in the Agency Management Systems to create operational efficiency in providing Regulatory Related products documents from a single platform.

ERISAPros has been working with Vertafore Agencies who have access to their client information in BenefitPoint to create Wrap Plans. It seemed like a natural fit to integrate with the Agency Management System. We reached out to Doug Mohr to enter into Vertafore’s Orange Partner program, and began developing BenefitPoint’s API in 2018. The application is currently being deployed In HUB International’s Chicago and Colorado office

 Testimonials

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“ERISAPros’ integration with BenefitPoint makes providing Compliance Solutions to our clients easy while placing emphasis on the importance of having good data in the Agency Management System”

– Christine Cousineau, HUB Senior Vice President, Account Executive Midwest 

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“We envision our Agency Partners improving their efficiency in regulatory related account management practices with BenefitPoint integration inside Wrap-Tight.” 

– Michelle Lewis, Former BenefitPoint Product Manager