Setting New Expectations Together Since 2013.

Welcome to Prepare Benefits

We deliver superior quality in benefits technology, employee education, and custom communications to our partners, employer groups, and employees. Our robust solutions and innovative technology offer surprising flexibility for mid and up-market clients, alongside one-point-of contact, exceptional service.


Leadership, strategy, and analytics are what we bring to each project, delivering exceptional execution, oversite, and feedback for brokers and their clients.


We replace time consuming manual processes with automated solutions, while also providing customized resources for benefits education in a format that is tailored to each employer’s needs.


Preferred partners receive timely and accurate data files resulting in excellent client experience. Our highly skilled benefit educators leave employees with a clear understanding of both need and value for voluntary programs offered.

Sleep better knowing we've got your back.

Our team stays on top of what's happening in the marketplace and provides the best in service and technology. With Prepare Benefits, you'll have a dedicated partner that knows what you need and how to deliver.

As a busy employer, the ever-changing benefits landscape can be a lot to manage.

At Prepare Benefits, we focus on the issues that take your time, and provide solutions that eliminate your payroll, benefits administration and filing headaches. Our highly trained benefit educators help your employees understand the investment you’ve made in their robust benefits package.


Turnkey Vendor/Carrier Integration

  • Payroll integration (API)
  • Cobra & Cafeteria management
  • Self-admin & eligibility mgmt (EDI)
  • Workflow tracking & onboarding

ACA Compliance

  • Options for a full service solution for tracking, fulfillment, and auditing.
  • Directly e-file 1094(s) to IRS
  • Print and ship to employees completed 1095 forms.

Employee Education Resources & Service

  • Pre-enrollment communication strategy
  • Highly trained benefit educators
  • Best in class communication technology

We want you to look like a hero!

That's why we provide an expert team on your behalf, the data you need (in a format you can use) and resources to ensure every voluntary benefits rollout is a success.


Accurate data collection

We understand the importance of providing enrollment data in the correct format. That’s why we assign a data expert to each project to oversee data transmittal.

Enrollment strategy

Our strategy starts with case managers that build a logistics plan to achieve a successful voluntary benefits rollout.

Business development

Our team provides analytics, case studies, and surveys to carrier reps. We provide carrier partners with shared stories of success in the form of case studies, analytics, and surveys.


We're looking forward to working with you. Please fill out this form below: