ClientConnect Login

What is ClientConnect?

ClientConnect is a convenient, easy-to-use, on-line communication solution and benefits and HR resource that saves time and improves broker-to-employer and employee communication.
Click HERE to access this benefit.

Business owners and managers can access comprehensive compliance/regulatory and best practice content, industry news, and plan information. Core content is updated weekly, so you quickly access the most relevant data using a powerful built-in search engine.

With the optional Employee Portal, you can pass on important information to your employees by using ClientConnect like a company “Intranet.”

Why are we offering ClientConnect?

We offer ClientConnect to our customers so we can:

  • Helps us work together more efficiently
  • Gives you and your employees online, self-service options
  • Saves you time and money by reducing time answering questions and providing forms
  • Helps educate your employees about the value of their benefits
  • Delivers useful health, wellness, and financial planning tools to employees at no cost

ClientConnect Features:

Employer Portal Features:

  • HR and best practice content
  • Forms and documents
  • Recruiting/hiring content
  • Performance management resources
  • Compliance/regulatory content
  • Implementation training and support
  • Leave of absence information
  • COBRA/termination resources and templates
  • Ability to post employee handbook, and company news, etc.

Employee Portal Features:

  • 24/7 access to benefits forms and information
  • Time-saving FAQ’s sections
  • Health and wellness content
  • Cost and retirement planning calculators
  • Resources, reference tools, and useful links
  • Supplemental products and services
  • Extras provided by you, the employer

Click here to view a pdf brochure about ClientConnect. To find out how we can customize ClientConnect for your company and employees, contact us at 801-325-5000 and ask for Brian Carter or email him at