Trezeo
Trezeo enables companies to grow faster and be more sustainable by supporting the independent workers they work with. We offer a bundle of employee-like benefits, specifically designed for self-employed and independent workers. Align strategically with policymakers' concerns. Gain a competitive edge in a changing landscape. Personal accident insurance and sickness insurance, up to 26 weeks, anytime, worldwide. Income smoothing and top-ups enable workers to receive the same amount every week. Medical advice services at your workers' fingertips (24h video GP, video therapy, medical admin support). Empowerment through a consolidated view of disparate income streams and effortless financial management. Credit limits enable workers to potentially build or improve their credit score for financing future goals. Enable workers to earn cash back and access discounts on everyday spending at selected retailers.
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VIMA
VIMA is an advisory-driven, technology-led employee benefits partner helping businesses manage health insurance with greater clarity, control, and accountability.
We combine independent insurance advisory, data-led benefit design, policy management, claims support, employee servicing, and wellness in one connected ecosystem. Our platform enables HR teams to manage policies, endorsements, claims, health cards, onboarding, and employee support efficiently.
VIMA goes beyond insurance placement by analysing claims, utilisation, and cost drivers to recommend benefits that balance employee needs with long-term cost sustainability. Employees receive 24/7 support, claims assistance, cashless coordination, wellness benefits, and easy access to policy information.
VIMA brings together institutional expertise, technology, and dedicated human support to make employee benefits simpler and more effective.
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Paychex Flex
Paychex Flex is an all-in-one HR software solution that you can build on as your business grows or changes. Use it to run payroll and integrate your HR administration, retirement, and insurance management with service the way you want it and our expert knowledge of the regulations that could affect your business.
The more HR functions you bring to Paychex Flex, the more accuracy and efficiency you’ll gain. It can help you:
• Recruit and track the best candidates
• Streamline hiring and onboarding
• Deliver key HR information through custom compliance documents, compensation summaries, performance reviews, company training, and more
• Manage health insurance, including compliance support
• Administer employee benefits
• Track time and attendance data
• Pay employees and file and pay your taxes
• Plan for retirement, from testing, to real-time reports, and participant enrollment and management
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NextAgency for Health & Life Insurance
NextAgency is life and health insurance agency management software. Unlike insurance agency management systems built primarily for property and casualty agencies, NextAgency is designed for health insurance, employee benefits, Medicare, and life insurance agencies.
• Life and health insurance agency CRM for prospects, clients, policies, renewals, and relationships
• Marketing tools with email campaigns, drip marketing, and texts
• Automated insurance agency workflows
• Business analytics, dashboards, and reporting for agency performance and pipeline management
• Compliance and disclosure tools with e-signatures and required insurance documentation
• Optional insurance commission tracking with carrier statement imports, reconciliation, and sub-agent management
• Easy to customize for how your insurance agency works
• Top-rated support
• Free Android and iPhone apps
• Insurance agency software with transparent pricing, a 30-day free trial, and no long-term contract required
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