The flexibility to solve any benefits challenge you encounter.

With our cloud suite of technology, you get a scalable benefits solution that enables sales growth, helps maximize participation through real-time insights, and makes your sales operations more efficient.

Benefits Technology for Insurance Carriers

Explore our solutions for insurance carriers.

From end to end, our comprehensive SaaS platform delivers value to each stakeholder throughout the entire benefits value chain experience.

AEZ Quote and Automate Soldcase

Easily know your products, get quotes, and transition to a soldcase with AEZ Quote and Automate Soldcase.

AEZ Enroll

With AEZ Enroll, you can distribute products to any population and empower brokers with easy-to-use tools.

AEZ Bill & Pay

With AEZ Bill & Pay, you can turn your billing and payment process into an operational advantage.

AEZ Recon

With AEZ Recon, you can deduct and manage exceptions through our intelligent reconciliation process, then easily make auto or manual adjustments.

AEZ Data Integration

Re-enrollment becomes effortless with the AEZ Data Integration. The ability to have members set up in minutes saves significant administration time.

AEZ Hub API

Our industry-leading, business-centered AEZ Hub API reduces leaking and gives you technology that can create an operational advantage.

AEZ Quote and Automate Soldcase

AEZ Quote

Supercharge your sales and distribution efforts.

With AEZ Quote and Automate Soldcase, we reduce friction in the sales and distribution process and provide the tools to set your brokers up for success.

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AEZ Quote

Enhance the quality of service to your brokers with AEZ Quote, a simple-to-use, broker-friendly experience. Allow brokers to easily get to know your products, get quotes, and transition to a soldcase.

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AEZ Automate Soldcase

AEZ Automate Soldcase completes necessary paperwork via a signature workflow and gets your case ready for enrollment with no setup.

AEZ Enroll

AEZ Benefits Enrollment Platform

Offer an omnichannel enrollment experience.

With AEZ Enroll, you can deliver a simple-to-use experience that your administrators, brokers, employers, and employees can easily navigate. You can offer a combination of the most appropriate enrollment channels based on your customers’ needs.

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AEZ Enroll Online

AEZ Enroll Online is a guided self-enrollment platform designed for consumers, while also having a power-user experience that is designed for enrollers and call-center operations.

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AEZ Enroll Offline

AEZ Enroll Offline, designed specifically for enrollers and to be used for enrollment sites with no Internet connectivity, is a Chrome Extension that delivers the same quality of experience as the Online enrollment mode.

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AEZ Enroll Mobile

AEZ Enroll Mobile provides a native app experience on iOS and Android phones.

AEZ Bill & Pay

AEZ Bill and Pay

Provide premium accounting services to your clients.

With AEZ Bill & Pay, you can enhance your value to customers by offering integrated consolidated billing services and a consumer-friendly e-Pay option. We help improve your customer experience through the automation of many operational processes.

AEZ Bill & Pay can operate in two modes. You can also combine these two modes and decide for specific cases, at the Employer-group level, which mode to use.

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    Native Mode

    Integrated with AEZ Enroll, this mode automates most adjustments through intelligent inferences while eliminating to integrate two different systems from two different vendors.

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    Standalone Mode

    Works with a simple input data file from any third-party enrollment system, and operates your billing and collection services.

    For payments, AEZ Bill & Pay is fully integrated with Stripe, a major e-payment platform.

    AEZ Recon

    AEZ Reconciliation

    Adopt an intelligent reconciliation processs.

    With AEZ Recon, you can handle a three-way reconciliation of enrollment data among employer payroll, AEZ Enroll or any enrollment system of record, and insurance carrier policy data. You can avoid late payments from customers and unnecessary billing headaches.
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    AEZ Recon allows you to match an employer’s actual payroll deductions and automatically finds mismatches. The platform provides you with a likely reason for the discrepancy and the ability to make adjustments instantly.

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    AEZ Recon provides multiple methods to reconcile against actual deductions or carrier policy data including simple-to-use Excel uploads.

    AEZ Data Integration

    agencyEZ Carrier File Snaphot
    agencyEZ Carrier File Audit

    Get full transparency into all carrier data files.

    AEZ Enroll also has built-in auditors to detect data errors and will automatically escalate to AEZ support.

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    Downloading Carrier Files

    You can download the carrier data files or open them in an adjacent browser (e.g. 834 or XML formats) where you can search using the browser’s Find function.

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    Analyzing the Data

    In addition to a carrier-specific format, we generate an Excel file for an easier diagnosis of the problem with Excel providing data filtering and slicing ability.

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    Measuring Data Accuracy

    AEZ’s built-in auditors measure the accuracy of the generated files both for content format and key values such as premium, payroll deduction, etc. If the audit fails, AEZ support is alerted. Otherwise, the files are submitted to the carrier SFTP and a notification is sent to the necessary parties.

    AEZ Hub API

    AEZ API for Insurance Carriers

    Use our business-centered API to improve operations.

    AEZ Hub API was developed from the AEZ Core Platform that is built with an API-First architecture.

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    AEZ API can automate your case setup while reducing leakage and increasing compliance by allowing you to publish and automate case setup in third-party benefits administration systems.

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    AEZ API allows employers to keep their census data synchronized in real-time with AEZ Enroll or third-party benefits administration systems.

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    AEZ API allows carriers to electronically synchronize their library of plans or master plans. Carriers can update plan changes or renewals and publish those changes to third-party benefits administration systems.

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    AEZ API can be used to integrate with employer payroll. Employers can use this feature to obtain payroll deductions changes while easily integrating with their payroll systems.

    Learn more about our success with a Washington state aerospace union.

    “I would highly recommend agencyEZ to any broker looking to get a leg up with their enrollment experience.”

    Jeff Grim - President, Employee Benefit Systems, Inc.

    Jeff Grim

    President at Employee Benefit Systems, Inc.

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