Partner Services
Let us help you on-board and retain clients
QUICKSTART PRO
Need help getting things up and running in ComplianceBug? Our Quickstart Pro service provides you access to a dedicated consultant who can help with compliance strategy.
PARTNER DASHBOARD SETUP
Get quick access to all your accounts and their ERISA plans with our Partner Dashboard.
DATA CONVERSION SERVICES
ComplianceBug is only effective when your clients are on onboard. When it comes to getting your accounts setup or importing plan and policy data, our team can help.
CO-BRANDED MARKETING COLLATERAL
Customize our various explainer sell-sheets and our Compliance Scorecard℠ with your logo and contact information to ensure your clients & prospects recognize the value you bring them.
WEB PAGE HOSTING
Let us build and host a semi-custom landing page with explainer video. Perfect for marketing your compliance services.
CO-BRANDED EXPLAINER VIDEO
Customize our ComplianceBug explainer video branded with your logo and specific call-to-action.
30 MINUTE WEBCAST
Provide an overview of the ComplianceBug suite of services to your clients/prospects and it’s importance and value for them.
1:1 EMPLOYER MEETING
Let us help you on-board an employer by helping them through the risk-assessment process, discussing their annual projects/tasks, or review of other compliance requirements.
COMPLIANCE TRAINING WEBINARS
Provide useful and timely compliance training webinars for your clients and/or prospects in a either a 30 minute or 1 hour format.
NEW USER TRAINING
Ramp up new users in your organization with a 1 hour training session to familiarize them with the ComplianceBug suite of services.