How brokers use Rippling to make even the smallest clients profitable

Get quotes in less than an hour

Your team may be using a standalone quoting engine, working with a general agency, or perhaps they’re still manually choosing options from a library and creating a spreadsheet from scratch. Quoting like this is prone to error and can take nearly a full business week—not fun. 

That’s where Rippling’s quoting solution comes in. It’s engineered to automate the most time-consuming parts of the quoting process while offering a dynamic and premium experience for your clients. 

Here are the highlights: 

Automatic data entry 

Designed to eliminate data entry, everything you need to compare plans is automatically piped into our platform. Gone are the days of having to manually enter information simply to get a quote.

Simple and comprehensive plan comparison 

The Rippling quoting solution automatically identifies the equivalent for your group’s expiring plans and lets you and your team “shop” for options for your clients. We’ve designed and engineered the process to mimic an e-commerce experience—if you buy anything online, you’ll be right at home with Rippling. 

Instant & flexible client-ready presentations

Rippling automatically creates client-ready, side-by-side plan and benefit comparisons. If your clients want to change their benefits strategy—even if they want to change it during your presentation—you can find alternative plans and generate a new comparison on the spot. No more spreadsheets. And no more wasted time. 

Enrollment done right

When open enrollment rolls around, every minute is precious. We’ve made it easy for you and your clients by allowing you to compare costs and select new plans in minutes, email employees to review and enroll online, and track everyone’s progress in one dashboard. 

For groups quoted through Rippling’s marketplace, configuring open enrollment is practically automatic. The platform instantly pulls in all plan information like deductibles, copays, and coinsurance, as well as rate tables and SBCs. 

And it’s all built with the same intuitive user experience as the rest of Rippling, so you’ll spend less time playing tech support and answering basic questions like “what’s a deductible?”. 

Carrier case submission is one-click simple. We autogenerate all the appropriate carrier requested forms and the census, so all you have to do is download the file and forward it to the carrier for processing. 

New cases in an instant 

Rippling is also the only benefits software on the market automating new case submissions. (Automation is currently available in AZ, CA, CO, FL, GA, IL, NC, NJ, NY, OR, PA, TX, UT, and VA. Interested in using automation in your state? Let us know.) 

Rippling automatically completes all the forms carriers require during new case submission (master applications, proof of payroll and ACH, and others) when placing new coverage. Since we’re also the payroll providers, we include other documentation like quarterly wage and tax reports, payroll journals, even discrepancy letters—it’s all done right, instantly. 

Ongoing account maintenance, simplified 

All employee records are stored and maintained within Rippling, giving you a single source of truth for case submissions and general account maintenance. You’ll be able to see what’s moving, what’s working—and what’s not—and troubleshoot as needed.

It’s also simple for employees to make the changes they need due to qualifying life events. Any account changes are transmitted directly to the carrier via form automation, EDI or API feeds, eliminating data entry errors and guesswork, ensuring the employee receives the benefits they need as efficiently as possible.  

Small groups are big business 

If you’ve made it this far, it should be clear that Rippling is unlike any other HR platform on the market—flexible, dynamic, and automatic, it can shrink your small-group work from days to hours. When time is money, efficient servicing is critical for any broker to make a small group a worthwhile client. You get to build a bigger book of business, without the legwork and overhead traditionally required to do so. Profit minus the headaches? Yes, please. 

We’ll also pay you up to $3,000 per referral when you partner with us. Interested? Talk to a Partner Manager to get started.