Configured for Associations & Unions

Features that matter most for Associations & Unions

Purpose-built capabilities designed around the real operational challenges these programs face every day.

End-to-End Solutions Designed for Insurance Carriers

A modern infrastructure that keeps enrollment, billing, quoting, and data operations aligned — so carriers can support expansion while preserving accuracy at every stage of the benefits lifecycle.

Built for complex, diverse member programs

Associations and unions often serve dramatically different groups under a single program with varying plan options, effective dates, and benefit structures. The platform handles this complexity natively, without manual spreadsheets or custom overrides for each group.

Launch enrollment even when census data is incomplete

Many association and union programs don’t have clean, complete census files at the start of enrollment. The platform enables self-service enrollment without relying on full census data allowing members to enter accurate information directly while keeping sensitive data protected.

Simplify payments across employers, members, and carriers

Payment models for associations and unions are rarely simple. The platform supports payroll deduction, ACH, and hybrid payment models by keeping enrollment, billing, and payment data aligned without manual reconciliation.

Deliver a guided, compliant enrollment experience

Association and union members need clear guidance through enrollment and organizations need confidence that compliance and policy distribution are handled correctly throughout the process.

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.

AEZ offers an online enrollment platform that customizes the GI and SI  rules. This makes the enrollment process simple and efficient for both clients and advisors. The platform can be configured for routine enrollments as well as ongoing enrollments for increases, etc. AEZ has simple upload features that assist with configuration and audits.

Christy Worley
Vice President of Operations, Gabor Financial Solutions

I could not have asked for a better technology and enrollment partner. AgencyEZ is our enrollment platform of choice going forward.

Tammy W.
VP of Sales, Employee Benefits Systems, Inc.

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