Broker Wrap Portal

Dashboard

Our easy-to-use dashboard delivers real-time status updates on Wrap document creation. At a glance, you can tell which documents you’ve completed and which need to be finished. The dashboard also allows you to search and find tagged clients that are assigned to specific producers or account managers, giving you an easy view of their book of business.

Spanish Language Wrap SPD Documents

With the Wrap360 system, you can generate the Wrap SPD and Wrap Plan Document in Spanish. This is an add-on for those that want to offer the Wraps documents in Spanish.

Adding or Import of Employer Information

Adding employers is extremely easy. Simply choose the option that works for you:

• 1. Add clients one at a time
• 2. Upload an Excel XLS file of all your employer groups
• 3. Import your clients from HR360 if you have a ‘750 Solution’ subscription
• 4. Import your clients and plan information from Vertafore’s BenefitPoint benefits management system

Real-Time Updates and Alerts

Wrap360 is updated in real-time; when any requirements change, you’ll receive updated Wrap SPD and Plan Document templates. You’ll also get email alerts regarding changes to ERISA or IRS requirements that could impact Wrap SPD and Plan Document compliance.

Export of Employer Information

It’s your data and you should be able to export it! Our competitors may make it easy to add clients…but with many competitive systems, it’s almost impossible to export that same information. Not with Wrap360! We have a feature that allows you to easily export employer information to an Excel XLS file in a snap.

Additional Notices to Complement the Wrap SPD

Wrap360 includes a library of essential notices, documents and templates for your clients, such as:

• SMM (Summary of Material Modifications) templates and guidelines
• COBRA Rights and COBRA Election Notice
• Employer CHIP Notice
• Model Health Care Reform Notices
• HIPAA Notices like Certificate of Creditable Coverage, Wellness Program Disclosure and Notice of Privacy Practices (NPP)
• Medicare Part D Creditable Coverage Disclosure Notices
• SBC (Summary of Benefits and Coverage) template
• Notices for small and large employers

Marketing and Support Documents

Wrap360 provides the marketing and support materials you need to sell and service Wrap SPDs and Wrap Plan Documents. Your subscription includes the following essentials:

• Board of Directors Resolutions like Adoption of Plan and Amendment documents
• Cover Letters for Plan Administrator, Plan Participants and Corporation Shareholders
• Data Collection Booklet and Employer Intake Form
• DOL Audit Tools such as Health Plan Audit Checklist, Tips for Navigating a DOL Health Plan Audit, and How-to Lower the Risk of a DOL Audit
• Marketing Support via a Flyer, Tips for Distributing a Wrap document and Employer FAQs
• Other Welfare Benefit Plan Tools including Guidelines, Forms and Checklist
• Section 125 Plan Enrollment Form

SPD Review Document

Reviewing the SPD with an employer prior to distributing to employees is one of the most important things you can do. To simplify this step, we’ve created an ‘SPD Review Document’ that allows both you and the employer to double check all the information and plan details that were entered into the Wrap360 system.

Carrier/TPA Database

Wrap360’s Carrier and TPA database enables you to upload names, addresses, and claims phone numbers for easy auto-population into the SPD and Plan document.

Reliable Data Maintenance

Wrap360 will maintain all your client data so that you can easily make changes and issue revised Wrap SPDs or Wrap Plan Documents if necessary.

Employer SPD Portal

Wrap360’s customizable employer portal enables your employer groups to help complete or maintain Wrap SPDs and Plan Documents. Your clients will be able to fill in missing information and upload component benefit insurance certificates and documents. Alternatively, if you do not want your employer groups to make changes, you can provide them with ‘view only’ access.

The Employer SPD Portal also allows employer groups to customize and control the ‘Employee View’. Employers can distribute Wrap SPDs and insurance certificates electronically; set passwords for the ‘Employee Benefits Document Portal’; customize a welcome message; and make specific documents available for employee download.

Employee Benefits Document Portal

Wrap360 closes the communication loop with an easy-to-use ‘Employee Benefits Document Portal’ managed by the employer groups After login, employees are presented with an informative welcome letter; the Wrap SPD documents in English and/or Spanish; and insurance certificates. These documents are available for employee access and download 24/7, simplifying the distribution and availability of these important compliance materials.