New business
Track census readiness, quote status, proposals, underwriting requirements, and client decisions.
Guardian Life & Wealth
Brokers
Support clients with a connected benefits operating model
Bring quoting, case management, enrollment, implementation, renewal, service, and reporting into one broker-facing workflow.
Broker experienceSupport clients with a connected benefits operating model
Broker workflows
Implementation
Manage plan setup, eligibility feeds, enrollment, billing, and launch dependencies.
Renewal and service
Prioritize upcoming renewals, service cases, plan changes, and unresolved client issues.
Insights
Use permission-scoped reporting for client activity, adoption, service, and operational health.
Important information
Broker access and product distribution require verified appointments, licenses, contracts, permissions, and data-sharing agreements.