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

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UZIO for Brokers

Get Ahead of Your Competition with Our Technology - Enabled Enrollment & Benefits Administration Solution for Brokers.

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Reinforce Your Agency's Value

Technology to Remove All Your Productivity Barriers

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Technology Model to Power

Your book of Business

Technology Model to power your book of business

Technology-enabled
Business Operations

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UZIO makes it easy for you to:

  • 01 Automate quoting and create benefits proposal for your clients.
  • 02 Eliminate all redundant manual activities from your daily schedules.
  • 03 Manage group ratings.
  • 04 Access our 24/7 customer and technical support.
  • 05 Get a high-level overview of your KPIs to evaluate your book of business.
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Technology Model to power your book of business

Client Management

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UZIO enables you to manage your clients by:

  • 01 Helping you upload your clients’ data like a CRM in a few minutes.
  • 02 Giving you a 360-degree view of your clients’ profiles
  • 03 Giving you the ability to act on behalf of your clients
  • 04 Helping you easily manage employee census, classifications, renewal dates & enrollments
  • 05 Helping you track real-time data, share links and resources.
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Technology Model to power your book of business

Empowering Partnership

UZIO partners with preferred benefits brokers, who are challenged with increasing client expectations, lack of diversified product portfolio, missed opportunities and losses of revenue.
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Ours is an empowering partnership that helps you:

  • 01 Diversify your current portfolio
  • 03 Improve client retention
  • 05 Build new client acquisition strategies
  • 02 Delight your clients
  • 04 Grow your book of business
  • 01 Diversify your current portfolio
  • 02 Delight your clients
  • 03 Improve client retention
  • 04 Grow your book of business
  • 05 Build new client acquisition strategies
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Technology Model to power your book of business

UZIO Legal

UZIO empowers it’s broker partners with UZIO Legal which is a must-have for your arsenal with other benefits, HRIS and payroll offerings that you have for your employer clients

With UZIO legal powered by myhrcounselTM you can offer

  • 01 24/7 online, on-demand access to HR and employment attorneys
  • 02 Guidance for HR professionals on employment laws for all 50 states and federal
  • 03 Practical, proactive legal advice protected by the attorney-client privilege
  • 04 Responses in less than 2 hours
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Compliances

UZIO enables you to manage your Compliances

UZIO FOR BROKERS COMPLIANCES
  • 01 Our ACA reporting assists brokers and keeps employers compliant with the required 1094/5 C forms for the IRS.
  • 02 Automated COBRA administration and notices
  • 03 We maintain HIPAA compliance and industry standard data security to protect your clients and yourself.
  • 04 Brokers can store, send, review, and acknowledge important compliance and plan documents.
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UZIO FOR BROKERS COMPLIANCES

BENEFITS BROKER

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The UZIO partnership is making me one of those forerunners in our industry.. 

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BENEFITS BROKER

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We are able to offer small and medium sized companies, what fortune 500 companies..

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Featured Story

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Thomas Financial being a leading broker in individual business in Florida….
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Awards &
Recognitions

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Delivering Happy
Clients Experiences
isn’t that hard.

Watch UZIO in Action
401(K) Plan Integration
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