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Compliance made simple.
Guaranteed.

Make the transition from tedious templates to auto-generated, customized and fully ensured benefit documents and non-discrimination tests.

Compliance Documents and Non-Discrimination Testing in One Place

Streamline the creation of all your documents

Custom Compliance Documents

User Access Levels

Customizable Reports

Email Notifications

Electronic Signature

Document Dashboard

Custom Compliance Documents

EnsuredCompliance® uses a “wizard” approach to create ERISA required documents and non-discrimination tests. The wizard uses a combination of plan-specific information and plan types to deliver custom-tailored, guaranteed-compliant documents.

User Access Levels

Control the access and permissions of your users. EnsuredCompliance® contains three levels of users including: Employer, Agent & Administrator

Customizable Reports

You can quickly review your information using one of our pre-built reports or easily create a custom report. The data is easily exported to a CSV file.

Email Notifications

Ensure your clients review and sign their documents. Send and receive email notifications for document review & approvals.

Electronic Signature

No need to print, sign and scan to complete documents. Simply have your clients utilize the electronic signature function on any device, any time.

Document Dashboard

At a glance view the documents you have in the queue and their status. Check out which documents you've created and easily start a new document.

EnsuredCompliance Screen Capture
EnsuredCompliance Screen Capture
EnsuredCompliance Screen Capture
EnsuredCompliance Screen Capture
EnsuredCompliance Screen Capture
EnsuredCompliance Screen Capture

Check out how we're doing.

Advantage Administrator

"Before using EnsuredCompliance we were spending many hours of high dollar employee's time writing and administering POP documents and in doing so, made the product costly. With EnsuredCompliance, we were able to streamline our generation and administration of not just POP documents, but a variety of compliance documents. Previously it took us 1 – 2 hours to generate a custom document for our clients depending on type of document. We are now able to generate the same document in 5 to 10 minutes. In addition, RTO Benefits has been a great company to work with and worked with us to create quality, compliant documents."

Dietrich Drenkow

CEO of Advantage Administrators

Burnham and Flower

"I love the ease of use and that the compliance is guaranteed. It is also nice that the document, once ready, can be sent to the client for their signature."

Courtney Rietkerk

TPA Claims Administrator at Burnham & Flower Insurance Group

Next Generation Enrollment

"Ease of use is their greatest feature! Knowledge that the documents contain all the required language and are updated as soon as anything changes is awesome. They gave us the ability to simplify and streamline internal processes."

Julie Sanger

Director FSA and COBRA Services at Next Generation Enrollment

Ready to Start?

Start simplifying your compliance documents and non-discrimination testing today!