Brokers & Advisors

They Stay Loyal. Let Us Help

Searching for that competitive edge with your benefits prospects?

Bring us alongside. Steele offers service packages you can present as value added services. Brokers, consultants, and insurance companies appreciate our role in helping employees to understand their benefits. Our technology and processes help employers manage their benefit offerings and streamline benefits communication, enrollment, and administration processes.

Your client needs help through open enrollment. Often the enrollment process disrupts workflow and productivity as operations pause for discussion on various plans and benefits. Bringing in the Steele team frees you up to think strategic while we clarify and simplify the benefit enrollment process.

Including us in your benefit offerings gives decision makers valuable insight into increasing plan participation, choosing suitable carriers and products, and efficient management of the administrative details. Brokers and advisors get credit and are appreciated for helping Clients implement a more successful program. We can help you win business while increasing your current repeat business without the intensive, in-the-weeds interaction with the end user employees.

Our three levels of service offer the right solution for any organization:


The way you manage Brokers / Advisors benefits is about to change.

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Use Your Current System

You already have technology, but you need communication and enrollment support. Steele Benefits offers on-site one-to-one representatives and over-the-phone reps to help employees choose the best coverage for their situation.

Use Our System, Open Enrollment Only

You need technology, but not forever. Steele sets up an on-line enrollment for this open enrollment, and provides on-site, over-the-phone and online representatives.

Use Our System, Year-Round Services, ACA Services, Year-Round Call Center, Pre-Enrollment Engagement, Data Feeds

You need online enrollment, data feeds, payroll feeds, and a single database to manage new hires and life events. You may need help with ACA reporting, pre-enrollment engagement, and year-round engagement. You want on-site, call center, and/or self service benefit enrollment.


Selerix benefit administration software configuration and support.


Affordable Care Act reporting and filing  services.


Enrollment support by call center and/or on-site support.


SMS (text) messaging, quizzes, surveys, e-mail, posters, and/or video.

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Recent Articles

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By Zach Steele | May 13, 2020

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