benefits advisor platform

A benefits advisor platform that works as hard as you do.

You do a lot for your clients.

We help you do even more: Be more efficient, offer effective advice, and solve the ever-present benefits admin problem for your clients.
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Unlock more value for your clients

Our Benefits Advisor Platform is more than an intuitive, easy-to-use system. It’s how you can create a consistent and exceptional client experience.

It gives you a surefire way to simplify plan administration with streamlined digital enrolment, NEM automation, late enrolment reminders, and effortless integration with HR and Payroll so that information is always in sync and billing is always accurate.

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Get detailed benefits information

Stay on top of details on plan member coverage, plan members awaiting approval, dependants and more. Plus, you can conveniently access the latest billing statements at any time.

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Send applications by email

Forget the paperwork. For good. Clients can complete and sign applications electronically, and we’ll send you an email once the completed application is ready so you’re always in the loop.

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Flip the script on enrolments

With employees able to easily self-enrol online, you can worry less about late enrolments while still keeping an eye on recent enrolments and which member enrolments are still pending.

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Provide a holistic experience

Peace of mind for your clients. Our benefits platform seamlessly integrates with Rise HR and Payroll, meaning premiums and deductions are automatically adjusted and synced, and information is always up to date.

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With Rise, the benefits are clear

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An exceptional experience

No more admin headaches—for you or your clients. Create files, store information, and keep on top of enrolments with preferred insurance carriers. Access everything from anywhere online, and give your clients the ideal all-in-one experience.

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Win more business

Our platform helps you reduce late enrolments, prevent user errors, and easily sell more optional coverage—
which gives you more time to focus on building relationships and gaining referrals.

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Rely on our expertise

You don’t have to go it alone. Our team of benefits, HR and payroll specialists are always here to answer any questions or queries you might have, helping you give your clients a seamless experience and ensure benefits are done right.

I love the visual layout—very intuitive. I love the integration to the benefit platform.”

Schmidt And Funk Testimonial
Atticus Harivel

Advisor

Schmidt and Funk

The platform provides most of the info that an advisor needs to help the client. On the client side, it provides what they need.”

Prominence Financial Testimonial
Alan Lee

Advisor

Prominence Financial

Give your employees, and yourself, the experience we all deserve.

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