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Introducing Our AI-Assisted Expense Management Module! Simplify Expense Tracking with Cutting-Edge AI Features.

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The benefits administration platform designed for brokers. Creating proposals and managing multiple clients has never been easier.

Los Angeles

    Software Advice

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    Capterra

    UZIO Partnership Empowers Benefits Brokers

    The digital platform to evade the hassles of managing client benefits manually anytime during the year. With UZIO you don’t really panic during enrollment period as everything is managed digitally with few clicks

    • Automate quoting and create benefits proposals for your clients
    • Get rid of paper while managing benefits for your clients
    • Offer the most flexible health benefits to your clients.
    • Gives you the ability to act on behalf of your clients

    With UZIO All-in-one
    Ben-Admin solution

    for brokers

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    client-retention

    IMPROVE

    your client retention

    increase-business

    INCREASE

    your book of business

    offer-icon

    OFFER

    more to your clients

    ahead-competition

    STAY AHEAD

    of your competition

    UZIO makes Brokers more

    UZIO has been helping its broker partners to manage their business in a much-streamlined manner with which they can retain their existing clients and win new businesses by offering more and above benefits management. Partner with UZIO and keep enrollment panic away from your business.

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    Productive

    Get rid of paperwork and invest your time in more productive business activities like creating best match proposals for clients.

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    Profitable

    With UZIO, you can offer payroll and benefits as well to your clients making it a win-win situation for your business.

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    Powerful

    Technology makes better business. Our job is to empower brokers to back with a solution to become more efficient and stay ahead of your competitors.

    What our clients say?

    It is a very easy to use platform, with great support from the Uzio team. It has streamlined our entire operations. The support team and how accessible they are is the best.
    JS G. |
    President, Employee Benefits
    It's very easy for our clients to use and it makes the HR department's jobs much easier. We will be more likely to retain groups due to using this software.
    Gretchen S. |
    Account Manager, Insurance
    The features, ease of use, customer service, and pricing were the reasons I chose this software over some of the more established companies in this field.
    Matthew V. |
    President, Insurance

    Set yourself up for success in just 2 weeks with UZIO

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