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Reply to Employee Benefits Packet?     
Old 09-21-2016, 05:56 AM   #1
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State: Rjshimanek3 is an Insurance Agent from
Employee Benefits Packet? Employee Benefits Packet?
Hello,

Can anyone recommend a service or software to help put employee benefit packets together that can either be emailed or printed for groups?

Thank you for the suggestions.
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  Reply With Quote to Employee Benefits Packet?

Old 09-21-2016, 10:47 AM   #2
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Join Date: Jan 2013
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State: rcduggan is an Insurance Agent from California
Employee Benefits Packet? Re: Employee Benefits Packet?
Originally Posted by Rjshimanek3 View Post
Hello,

Can anyone recommend a service or software to help put employee benefit packets together that can either be emailed or printed for groups?

Thank you for the suggestions.
i use a software called microsoft office and have a template that i swap out the data. i suggest you track down a benefit packet from another employer or agency and attempt to create your own template
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  Reply With Quote to Employee Benefits Packet?
Old 09-29-2016, 02:28 PM   #3
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Employee Benefits Packet? Re: Employee Benefits Packet?
Originally Posted by Rjshimanek3 View Post
Hello,

Can anyone recommend a service or software to help put employee benefit packets together that can either be emailed or printed for groups?

Thank you for the suggestions.
Depending on the carrier, the regional sales office may do that for you, or they have a printing service that will do that and ship them to the employer's office. UHC does packets, and BCBS has the printing service. These are showing the plan summaries.

They don't do the rate sheet. I do that on Word.
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  Reply With Quote to Employee Benefits Packet?
Old 03-06-2017, 10:38 PM   #4
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State: ltruitt is an Insurance Agent from
Employee Benefits Packet? Re: Employee Benefits Packet?
I agree with Yorkriver - the regional sales office should do that for you
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  Reply With Quote to Employee Benefits Packet?
Reply to Employee Benefits Packet? 

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