PartnerHQ for Betterment Partners
PartnerHQ for Betterment Partners
Welcome to the new, easier-to-use PartnerHQ! Scroll down to find broker pricing, support resources, marketing collateral, and more.
Quick Links
Use the quick links below, or scroll down the page to access the following resources:
- Broker Pricing Sheets
- Zenefits Benefits & Product Information
- Marketing Collateral
- Post-Sale Resources
- Support Resources
To refer a lead, use the orange button on the top of this page!
Zenefits Pricing for Brokers
OneDigital clients will receive a 20% discount on all annual subscriptions for our Core HR packages and Benefits Administration for free. This also includes the costs for COBRA and EDI (when applicable).
Pricing sheets and platform overviews:
The Zenefits Platform
Benefits
- Benefits Administration with Zenefits [Video]
- Employee Open Enrollment in Zenefits [Video]
- Plan Library
- Quoting Tool
- EDI Set-up Guide
- OneDigital EDI Exception Process & FAQs
- Benefits Preview Link
- Insurance Renewal Checklist
- Benefits Administration Toolkit
- Create and download benefits proposals
- Load custom benefits plans
- Launch and monitor open enrollment
- Submit enrollments to insurance carriers
HR & Payroll
- Hiring and Onboarding with Zenefits HR [Video]
- Integrated Payroll with Zenefits [Video]
- All Product Explainer Videos
Have your clients explore Zenefits with a free 14-day trial, and a 20% discount. Learn more
Support Resources
As a Certified Broker Partner, you now have access to “Broker Contact Us”, which allows you to submit cases directly to Zenefits for your team or on behalf of your client (removes the need to re-route clients back to Zenefits Customer Care!).
This feature is available to all BenConnect users (i.e. users who have access to Partner Dashboard). Need access? Please ask your internal team to provide.
How do I access Broker Contact Us?
- Log into your Zenefits Partner Dashboard account
- Go to the Company Overview page, and click the “Help” icon on the top right corner of your screen.
- Follow steps to ask your question or a question on the client or employee’s behalf.
Pro Tip: When submitting a case on behalf of a customer, you must include the following information:
- Customer Point of Contact: Zenefits needs this to confirm information and/or changes to sensitive information with the client. Please provide the admin and/or the employee Zenefits should work with directly.
- Customer Name: Please provide the group name as listed in Zenefits.
- Overview of Issue: As much detail and context on the issue as possible. Please include all of the affected employees.
Escalations
For cases already logged with our Customer Care teams that become escalated or more urgent, please contact [email protected] for escalation assistance. If a case has not already been submitted, please do so first. This team is designed to help internally escalate an issue already submitted to our support team, not directly handle first time questions.
Other Helpful Resources
Support
- Zenefits Help Center – Easily search for how-to guides, product info, etc. Available 24/7 at help.zenefits.com
- Zenefits Broker Partner Learning Center – A wide variety of short videos covering Benefits Administration, Open Enrollment, Compliance, and more. Broker Partner Learning Center
- Broker Enablement – New to Zenefits or need a refresher on Benefits Administration on Zenefits? Please reach out to Partner Success Team to request Broker Enablement Training @ [email protected].
- Zenefits Broker Support Team (by phone) – For time sensitive matters related to the benefits system, you can call our Broker Support Team at (866) 351-3452. Please note this is a broker facing team only and this number should not be shared with clients.
Additional Resources
- Benefits Checklist – Do you have a new client for Zenefits? Checkout our Benefits Checklist here: Benefits Checklist
- FSA Resources – Does your client have or want to manage their FSA on Zenefits? Learn more here: Zenefits FSA Guide
- COBRA Resources – Does your client have or want to manage COBRA on Zenefits? Learn more here: CobraComplete Contact & Guide
- HSA Resources – Does your client have or want to manage HSA on Zenefits? Learn more here: HSA Resources & Avidia Contact Information
- ACA Resources – Does your client have or want to manage ACA on Zenefits? Learn more here: Zenefits ACA Guide & Configuration
- Supported Carriers + EDI – Curious if your client is eligible for EDI? Check out our supported carriers and EDI mins here: https://www.zenefits.com/carriers/
If you have any questions about Broker Contact Us, please view our Help Center page or contact the Partner Success Team @ [email protected].
Have your client explore all our time saving features with a free 14-day trial to see if Zenefits is right for them.
Starting at $6.40 per employee per month with your broker discount.
Or send your client to www.zenefits.com/brokerclients 