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For brokers & agents

Are you a Broker or Agent?

Why use a benefit admin system to enroll your group accounts?

We want to become your partner to build your business better, more efficiently and help you with the heavy lifting. Gain the competitive edge on get new accounts and retain more existing accounts. Blue Orange Solutions will be your support from implementing the platform through the lifespan of it’s utilization. We will do the hard and time-consuming work so that you can focus on building your business and keeping your clients satisfied.

Why it wins accounts

Electronic enrollment does more than save paper.

Efficiency

  • Enrolling electronically is significantly faster than paper and reduces errors

Capture more clients

  • Less time doing paperwork means more time with existing clients and finding new ones

Remove Paper

  • All of the benefits documents can be housed online, saving in expensive printing costs.

Retention

  • Added Value to your clients makes you more valuable

Reduce Errors

  • Eliminating transcription errors saves time and costly mistakes

Additional Support

  • Having Blue Orange as a partner means more support for you and your client

Competitive Edge

  • Other parts of the System may save your client money
  • Saving HR time and energy allows you to focus on doing the enrollment, not just paperwork
  • You can be notified when they have new hires so that you never miss an enrollment opportunity

Numbered because it genuinely is a sequence

How does it work?

Have you found the right group for a platform? The next steps are as follows:

01

Set up a demonstration with Blue Orange and the client to showcase the new tool they are about to have.

02

Set a managable timeline for the project

03

Gather the plan information for their benefits, including guidelines for cost, timing and standards

04

Get a Census from the client to load all of their existing coverages and team members

05

Blue Orange will build the case and then test it’s working parts

06

We will review the new build with you and the client and then train you on using it

07

We will follow up on any additional training you want and work as new employees join and the next open enrollment occurs.

08

Additionally, we may make carrier feeds and connections to payroll, COBRA, insurance carriers

Carrier agnostic

Your client’s carriers, already connected.

60 carriers, 27 payroll providers, 33 COBRA administrators and 33 cafeteria plan administrators live today. API data exchange where the carrier supports it, EDI 834 files where they do not.

0
Groups on platform
0
Employees covered
0
Carriers connected
0
On live API exchange
0
States served

As of August 2026. Active groups only; demonstration accounts excluded.

Want to know more?

Bring us a case and we will show you the build.

Or call 888 481-3336.

Ready when you are

Let’s put your next group on a platform that runs itself.

Bring a census and a renewal date. We will show you exactly what the build looks like.