Support Tools

The 'Support Tools' section is your go to area for training, frequently asked questions and marketing materials to help you promote the HR library to your clients and prospects. You can also customize any of our 30+ compliance guides with your firm's logo and contact information. Here you will find:

• Admin Training- learn how to add contacts, send out newsletter and much more. Sign up for live training or watch a pre-recorded training session.
• Broker Support Tools- tools to help you build your broker business.
• Ebooks, Checklists and Guides- customize one of the 30+ compliance guides with your firm's logo and contact details. We have categorized the guides into 4 sections: Benefits Guidance, COBRA Guidance, Health Care Reform Guidance and Human Resources Guidance
• Excel Contacts Upload Template- we provide you with an XLS file so you can upload your clients, prospects and staff on to the system.
• Frequently Asked Question- answers to the most common 'admin' system questions.
• HR Library Tours- sign up for a deep dive into all the compliance content, tools, forms and resources available to both you and your clients.
• Login Box Code Generator - This free tool allows you to add a login box that you add to your website. The login box allows you and your clients on to log into the HR library.
• Marketing Materials- we have created print marketing materials and website and video marketing materials for you to use to promote to your clients and prospects.
• News Feed Code Generator- This is an add-on product at allows you to stream HCR and HR news on your public website.