TFA Edge gives you the ability to input a single census and get proposal ready output for all the carriers and plans you choose! If the employer doesn't have access to all of the information (spouse and children's ages or household income), TFA Edge can gather each employee's individual data via a secure online survey. That data is then automatically stored into the client information so you can:
- Prepare quotes
- Discuss potential pay or play penalties with your larger clients
- Discuss whether a Split Decision would be helpful to your small group clients and their employees
Learn more about how TFA Edge can help you prepare group quotes quickly and efficiently.
Schedule a demo.