Employee Benefits Consultant - Monetize Your License Pt.3

July 14, 2023


Welcome to Part Three of our "How to Monetize Your License" series! In part one and part two, we explored the importance of education and engagement in the insurance sales process and how becoming a carrier-agnostic insurance advisor can help bridge the gap between employees and their benefits packages. 

We also discussed how this approach empowers advisors to establish themselves as subject matter experts and build stronger relationships with brokers and enrollment firms.

In this third and final installment, we will dive deeper into the tools and resources available to support your growth as an insurance advisor. We will also cover how Enrollify, a platform designed for employee benefits consultants, can help you harness the power of technology to streamline processes and enhance your online presence. With this comprehensive support, you can effectively monetize your license and enjoy a fulfilling and successful career in the insurance industry. 

So, let's dive in and explore how you can take your insurance career to new heights with Enrollify!


Until recently, the information and education required to enter the insurance marketplace as an employee benefits consultant were under lock and key. Let’s explore the challenges of becoming an insurance advisor in a consulting firm and how to overcome them.

Most employee benefits consultants amass their knowledge of insurance products through years of being an insurance agent. Knowledge of different carrier products requires working for each carrier individually; producers spend months in an introductory training program and spend years with each carrier selling insurance. Further education isn’t free; users can expect to spend $50 - $100 per class if they want to sell new types of benefits packages.


Enrollify has one of the largest professional development libraries for benefits education on the web, and it’s free. Users can take quizzes to test their understanding and add completed courses to their business profiles, enhancing their human resources and employee benefits program expertise.

Building rapport and trust with a remote employer requires diligent communication and routine reporting. Today, these tasks are often automated or overseen through multiple software integrations. Producers who aren’t technically savvy have two choices; pay high prices for easy-to-use, non-technical software or risk making serious errors in compliance.

Enrollify automates the worst of it so that you can enjoy the best of it. All case management, video conferencing software, smart calendaring, reporting, and payment facilitation are integrated from Day 1. Enrollify has a remote-first alternative to every part of the enrollment process, allowing you to work from anywhere as an employee benefits consultant and benefits broker.

Developing a website takes considerable time and resources, and the payoff is next to nothing if traffic can’t be directed toward the site. Maintaining a profile on LinkedIn is crucial, but qualifications can only be corroborated by your connections, and updating your profile takes time and attention to detail. At the end of the day, all an agency has is your word that the information is true.


Your Benefits Guru profile stakes your claim in the benefits marketplace. As a fully integrated part of the Enrollify platform, your profile makes you available to agencies for new cases. Agencies will always have up-to-date information on your credentials, and your employee benefits consulting profile automatically updates with career milestones.

Again, this is for entrepreneurs interested in a new category of opportunity in the benefits marketplace.

Here’s what to expect when you use Enrollify as an employee benefits consultant, you will:

  • have access to free training on a range of carriers, products, and insurance software.
  • conduct appointments on your own schedule from anywhere with an internet connection.
  • be front and center when agencies are looking to hire new talent.
  • be Benefiting Humanity


Before Enrollify, benefits education for employee benefits consultants in a consulting firm was a high-priced commodity, only available to the specially initiated. Today, anything and everything you could want to know about the insurance industry is available at the low price of free.

Access a wide range of courses on carriers, products, insurance software, and industry insights related to employee benefits programs. You’ll even see courses available with the rundown on your next case, giving you a clear roadmap before your first appointment.

Interested in a new license or continuing education? Enrollify has partnered with WebCE to offer preferred pricing on courses recognized by the Department of Financial Services for licensure and license renewal.


 Before Enrollify, running cases remotely for employee benefits consultants meant high prices, sophisticated software, and a large margin for error. Today, conducting a benefits consultation is as easy as setting up a profile.

The entire consultation process is housed within the Enrollify platform, meaning you can conduct business wherever you have an internet connection. You’ll receive and negotiate offers through the platform and accept digitally. After providing your availability, smart calendaring will populate your schedule with employee appointments related to benefits administration and compliance.

During the appointment, video, screen sharing, and text chat allow you to connect with and educate employees on their benefits options, including health, dental, vision, and retirement plans. After submitting the employee’s elections, all information is automatically sent to the coordinator via the Enrollify platform, and your compensation as a benefits broker is calculated in real-time.

Did you earn a bonus on any of the products you sold? While commissions are only available after the underwriting process, bonuses are available the same day.

New to 1099s? Enrollify keeps track of all of your forms and makes them easily accessible through the system when tax season comes along.


Before Enrollify, maintaining a presence online as an employee benefits consultant was only possible for software developers and niche micro-celebrities. Today, Enrollify is creating a robust online community for producers in the benefits marketplace.

With integration with the National Insurance Producer Registry, verifying your credentials is as easy as entering your NPN. The system will regularly update your profile with all the states you hold licenses in, as well as your carrier appointments.

Send real-time updates to your team and your profile. After each appointment, the products you sell will be sent to the implementation coordinator in charge of the case and added to your lifetime platform sales. Employees will also be prompted to review their experience, giving you access to glowing reviews and testimonials. Your benefits guru profile grows with you, opening the door to new job opportunities in employee benefits consulting.

Create your account now! The platform is free, and connection to the National Producer Registry makes a profile set up as easy as 8 digits.

New to health and life insurance? Sign up as an Aspiring Guru and get instructions on how to get licensed, as well as preferred pricing on courses through WebCE.

Working for an agency that could use Enrollify? Connect with us on how agencies can onboard their producers and utilize our platform.

New cases are starting every day, so make sure your profile as an employee benefits consultant is ready while agencies are still looking!

Creating a benefits guru profile and accessing the professional development library is completely free. Even if you don’t join a case, you can use the Enrollify platform to expand your product knowledge and sales expertise in employee benefits consulting.


 We’re creating a new category of opportunity for insurance producers in the benefits marketplace. Whether you’re a veteran producer or new to the scene, Enrollify has the tools you need to work independently as an employee benefits consultant and enjoy financial freedom.

In this rapidly changing environment, Enrollify supports users by providing a comprehensive benefits package solution that simplifies the process of managing employee benefits. We understand the importance of human resources and strive to make it easy for you to navigate the world of employee benefits programs.

With a strong focus on compliance and streamlining processes, Enrollify has become the go-to platform for benefits brokers seeking to offer their clients the best possible service. Our platform not only provides essential tools and resources for benefits consultants but also fosters a collaborative community where users can share their experiences and best practices.

So, whether you are an experienced benefits consultant or just starting out in the industry, join the Enrollify community today and take advantage of the wealth of knowledge and resources available to you. Together, we can revolutionize the employee benefits consulting industry and create a brighter future for all.

Enrollify is committed to helping you succeed in the competitive world of employee benefits consulting. Our platform offers a comprehensive suite of tools and resources to help you provide top-notch services to your clients, ensuring their satisfaction and your continued success. 

So why wait? Create your profile today and embark on your journey as an employee benefits consultant with Enrollify!

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