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Tools + Resources

Content Library

Do you need help crafting the right language to describe employee benefits? Browse through our Content Library to get started on your next project. This user-friendly Word document can be used to help you create any benefit-related communication – from a one-page flyer to a comprehensive employee benefits guide.

Benefit Banter Presentations

2022 Presentation

2019 Presentation

Missing Something?

Let us know if there’s a resource you can’t find, or something that you’d like us to create!

Forms & Templates

Carrier Contacts Form

Multi-Employee Group Matrix

Life, LTD, STD Supplemental Grid

Vision Plan Grid

Dental Plan Grid

Medical / RX Plan Grid

Standards & Procedures

New Benefits Guide Checklist

New BenePortal Checklist

Print and Mail Turnaround Times

Client Benefits Presentation Template

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