Are You Spending Too Much Time on Benefits Books?

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Offer Your Client a Custom Benefits Book

Make benefits book creation a little easier. Grab your free benefits book template to quickly send your clients the information they need!

Use this template to create a clear, comprehensive benefits book that includes:

  • All the information about the client's plan(s)
  • The client's logo and information, plus your agency information
  • Any additional plans or benefit types