The Challenge
What Broker Teams Are Dealing With
Brokers juggle sales, service, compliance, and operations — often across disconnected systems that add friction instead of removing it.
Administrative Overload
Manual workflows, spreadsheets, and re-keying across systems consume time that should be spent on client relationships and new business.
Complex Cases, Slow Setup
Multi-state, multi-product group cases with varying eligibility rules take weeks to configure — creating delays and increasing the risk of errors.
Billing Disputes & Lost Revenue
Disconnected enrollment and billing data leads to exceptions, disputes, and delays that undermine broker credibility with employers and carriers.
Automation That Lets Brokers Focus on Growth
A single, cloud-based platform designed to absorb complexity — enabling brokers to operate more efficiently, deliver a better client experience, and scale without increasing administrative burden.
AEZ Benefits
Most Used
Run enrollment for large, complex cases with confidence—supporting core, worksite, group, and individual products in one case.
Bill & Pay
Turn billing into an advantage—syncing enrollment, payroll, and payment data across billing, ACH, and payroll models.
Quote-to-Cash
Move from opportunity to revenue with one workflow—centralizing quoting, enrollment, and billing to cut time-to-quote and errors.
AI-Powered Guidance
AI-powered automation helps teams move faster, reduce errors, and scale without added headcount or admin burden.