Elevate the moment with Powerfully Simple® employee benefits
Contact our sales teamElevate the benefits experience with innovative digital solutions
We’ve reimagined digital onboarding
Video transcript:
Equitable has transformed employee benefits to be powerfully simple! Backed by cloud-based technology and with no legacy systems to slow us down, we’ve revolutionized case set up. Same day activation is now possible with our digital onboarding experience! Say goodbye to paperwork and eliminate the back and forth. Plus, our connected workflows will keep you moving by automatically pre-filling information you’ve already provided. Equitable’s digital onboarding gives you complete transparency whether you’re confirming plans and rates, making changes to billing and EDI connectivity preferences, or using e-signature to sign off! You’ll immediately have access to things you need like approval letter, policy numbers and benefit summaries. Plus, you will receive your first bill even more quickly. We put the control in your hands by removing the friction from implementation. You and your clients can be confident that everything is right from start to finish. Equitable has reimagined client onboarding and set a new standard from efficiency. That’s powerfully simple!
Streamlined case setup
All-digital onboarding reduces errors with minimal manual data entry, ensures all aspects of the plan are reviewed and finalized, enables change requests directly within the platform, and allows you to monitor case status in real time.
Easy electronic signatures
Using e-signature allows you to invite clients to digitally review and sign documents, keeping everyone in the loop and boosting efficiency and client satisfaction.
Seamless enrollment
Quickly complete and upload enrollment census and supporting documents, avoiding delays and ensuring proper submission of all necessary materials.“This was the easiest onboarding system I have EVER used…industry-leading. So simple, it took me a total of 10 minutes!” — Broker
- No plan design restrictions with our supported products.
- Customize and tailor plans to your unique requirements.
- Be ready for open enrollment in just hours by using our digital onboarding to prepare for the API with Employee Navigator.
In the news
In a recent Advisor Magazine article, Stephanie Shields, Head of Equitable Employee Benefits, talks about how we use AI to drastically cut down RFP response times and how our initiative to automate back-end operations helps us prioritize the personal touch.
Unlock the power of voluntary benefits
With Equitable, your clients can offer a comprehensive suite of non-medical benefits through one carrier, streamlining the benefits workflow. And with the growing demand for supplemental health benefits, employers can provide robust benefit options without increasing costs.
Accident insurance
Higher benefit amounts and a choice of a high or low plan for employees with an eligible group of 25+ lives.
Critical illness
Child benefit is automatically included, so when an employee elects coverage, their children are included for no additional cost.
Hospital indemnity
No preexisting conditions or maternity waiting period for groups with 100+ lives.
Enrollment solutions
Three tiers allow you to choose the level of support your clients need
Self-directed education with
a wide range of materials.
Enhanced enrollment experience
with more guidance, including
online tools and benefits
counselors.
Full-service tier that adds one-on-one
support to the mix, providing guidance
and helping employees enroll.
Plan documents are the final arbiter of coverage. Policy form MOEBP19 ACC; AXEBP19 ACC; AXEBP19 CI; MOEBP19 CI; MOEBP22 HI; AXEBP22 HI and state variations. Availability is subject to state approvals.
All group insurance products are issued either by Equitable Financial or Equitable America, which have sole responsibility for their respective insurance and backed solely by their claims-paying obligations. Some products are not available in all states.