Keel for producers

Your whole
back office.
One hire.

Meet Amanda. She writes the guide, builds the site, runs the meeting, and answers every employee all year. She starts the day you win the account.

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Brightwave

2027 Benefits Guide

BrightwavePlan year January 1 – December 31, 2026

Prepared by Meridian Benefits Group

AmandaThis is what your team opens on day one.01 / 10

Made from the carrier file, as it arrived

PDFbrightwave-medical-sbc-2026.pdf8 pages · from the carrierPDFbrightwave-dental-spd-2026.pdf22 pagesXLSXbrightwave-rates-2026.xlsx3 tabs

Built from 3 plan documents9:02 to 9:14 AM

After the win

You win the account. Then the production starts.

The work is real, and your team already carries a full book. Keel takes the production on, so your people can stay with the client.

Member questionsEvery member question deserves a fast, cited answer, in English and Spanish, all year.Amanda takes this on · 04 Enrollment sitesA site and decision support for every group, ready before the window opens.Amanda takes this on · 02 Guides and OE materialsThe guide, the microsite, and print, rebuilt for every group at every renewal.Amanda takes this on · 01 Meeting prep and follow-upMeeting materials and the employee follow-up after every meeting, for every group.Amanda takes this on · 04 Census and election filesCensus cleanup, election files, and the paperwork after the meeting.Amanda takes this on · 03

01Keel Design DeskGuides, sites, and print, produced alongside your account team

Stands up the account the day you win it.

The guide and the microsite, from the plan docsAttach the SBCs and the rate sheet. Amanda writes the guide, publishes the branded site, and renders the print PDF the same day.The employer’s own brand, from their own sitePalette, type, and logo scanned from the employer’s website, so every group looks like its own.
The interactive benefit guide for Brightwave, panning from the branded hero through the plan sections

02EnrollmentSites and decision support, live without a tech project

Runs open enrollment like your best adviser.

Decision support, on their real paycheckSide-by-side plans, deductibles, and a per-paycheck ledger computed from the group’s own rates. She shows the fit, and why.1:1s on every channelChat, text, email, and live video, in English and Spanish. The same AI adviser, the same cited answers, whatever medium the employee reaches for.Stood up for youNo IT project, no tech queue, nothing to install. Keel hosts the whole flow, live the day you win the account.
9:41AmandaLive CaptionsSo even a rough year stays under the PPO.

03Census and electionsClean files in, checked elections out, ready to load

Moves the elections where they need to go.

Census in from payroll, not from emailShe connects to ADP, Paychex, Paylocity, BambooHR, and 200 more, or reads whatever spreadsheet HR sends instead. New hires and terminations arrive on their own, all year.Elections out, ready to loadEvery election leaves checked: SSNs verified, dependents linked, dates right, shaped so Employee Navigator loads it on the first try. Nobody rekeys anything.A record your E&O carrier would loveWho elected what, when, and what changed, timestamped on every election. Disputes get settled by the log, not by memory.
9:41AmandaLive CaptionsA clean file to Employee Navigator, the exact deduction to payroll.

04Member questionsAnswered all year, so your team can stay with the client

Works the account all year.

The answer desk, always openDeductible math in January, a baby in March, Spanish at midnight. Every question answered in seconds, cited to the plan documents, all year.Every answer becomes evidenceQuestions, elections, and life events accumulate into a live picture of the account no service desk keeps.Renewal-ready before the meetingWhat changed, what people asked, where the money went. You walk in knowing the account better than anyone at the table.

For top producers

Win it with the demo, keep it with the service, renew it with the data.

A pitch no other bidder can match, a service your clients can see all year, and a renewal you walk into already knowing the answer. Every client running on a platform with your name on it is a client that is hard to move. Tell us about your book and we’ll show you it running.

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