Your Client Benefits Portal
Every Caffrey Insurance Solutions client gets a secure, HIPAA-compliant benefits portal. Here's a look at what you and your team can do inside it — and what prospective clients see before they ever sign up.
What existing clients can do in the portal.
Model renewal strategies side-by-side — swap plans in and out, adjust contribution splits, and see the dollar impact on the group and on each employee. Then approve your package in one click and it comes straight to us.
Per-employee premiums with pre-tax and post-tax splits and monthly, semi-monthly, and bi-weekly conversions — exportable to Excel for your payroll team.
Every active policy in one place: carriers, policy numbers, renewal dates, in-force premiums, and contribution structure.
A running log of every change we process — new hires, terminations, plan changes — and a live view of exactly where your renewal stands.
Full functionality on desktop, tablet, and phone — review and approve right from where you are.
Two-factor sign-in, encrypted data, and signed agreements before any employee information is ever shown.
See it before you commit — no login required.
See your group's options modeled before you ever sign up — we share a private link, no account required.
Employee names are replaced with placeholders, so the preview is completely PHI-free while the numbers stay accurate.
Compare plans and contribution strategies on your real census shape — the exact tool our clients use, ready to share.
Tell us about your team and we'll build a comparison — and set you up with your own portal.