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Average Ratings 0 Ratings
Description
Eliminate any uncertainty surrounding benefit enrollment by incorporating our decision support tool, which provides personalized recommendations for each employee's benefit selections. Highlight all available benefits effortlessly, without the hassle of live meetings. You can craft and tailor your message using our extensive library of templates, or opt to create a completely new design from scratch. Enhance your course by uploading images, embedding videos, incorporating HTML, and adding personalized buttons to achieve the desired outcome. Anticipate your employees' needs by formulating questions that foster understanding and self-directed learning. Wave goodbye to repetitive inquiries as you gain control over every aspect of the platform, including logos, fonts, images, and videos. Allow your unique brand identity and voice to capture attention. The tool integrates seamlessly with your existing communication channels, as well as all benefits providers and HRIS/payroll vendors available in the market. Say farewell to lengthy implementations of over six weeks; you can roll out comprehensive learning solutions in less than an hour while collaborating throughout the process. Empower your workforce with the tools they need to make informed decisions effortlessly.
Description
The Retirement Analysis Kit (TRAK) stands out as a cutting-edge retirement software that has effectively assisted advisors in motivating individuals towards achieving retirement readiness. It addresses crucial queries clients may have regarding their retirement plans. By offering tailored education, TRAK inspires participants to take decisive steps towards their future. The software also facilitates thorough one-on-one retirement planning sessions, enabling the calculation of pension benefits, survivor options, and strategies for pension maximization. Additionally, it showcases savings strategies for 403(b) and 457 plans, integrating them into a comprehensive retirement strategy. TRAK prioritizes clients' best interests by delivering clear and transparent insights into popular retirement approaches. Have you ever dedicated significant resources to formulating a retirement plan for your clients, guided them through the details, only to witness their disinterest as they said, "We’ll think about it"? Experiences like these indicate a lack of effective connection with your clients, which TRAK aims to remedy through its engaging platform.
API Access
Has API
API Access
Has API
Integrations
Apple Mail
Microsoft Teams
Slack
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$500.00/year
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Brite
Website
getbritehr.com
Vendor Details
Company Name
RetireReady Solutions
Founded
1986
Country
United States
Website
retireready.com
Product Features
Benefits Administration
COBRA Administration
Claims Management
Deduction Management
Disability Insurance Administration
Employee Benefits Administration
FMLA Administration
FSA Administration
Flexible Spending Accounts
For Brokers
For Employers
HIPAA Compliant
Health Insurance Administration
Life Insurance Administration
Online Benefits Enrollment
Premium Billing
Provider Management
Retiree Administration
Retirement Plan Management
Product Features
Benefits Administration
COBRA Administration
Claims Management
Deduction Management
Disability Insurance Administration
Employee Benefits Administration
FMLA Administration
FSA Administration
Flexible Spending Accounts
For Brokers
For Employers
HIPAA Compliant
Health Insurance Administration
Life Insurance Administration
Online Benefits Enrollment
Premium Billing
Provider Management
Retiree Administration
Retirement Plan Management