For TPAs

Customized solutions for every TPA

Every TPA is different. That’s why we offer a variety of options to best meet your company’s needs and set you apart from the competition. Whether you’re looking to offer a customized compliance solution directly to your employers or help your adviser partners add value to their services, we’ve got you covered.

1. Load your employers on Compliancedashboard®.

Help your employers stay on top of their compliance obligations and protect their bottom line. We’ll highlight the services you currently provide and integrate our solutions to create a more well-rounded system, clearly defining the employer’s compliance responsibilities while reducing your workload.

2. Add value to your adviser partners.

Do your adviser partners offer a compliance solution to their employers? You can help them add value to their services by giving them access to Compliancedashboard at a discounted rate. Our tiered pricing arrangement means they receive a per-client price that they wouldn’t get on their own!

3. Offer our enhanced product to your small self-funded employers.

When small employers switch to self-insured plans, they face unique compliance challenges. Compliancedashboard® TPA meets those challenges head-on with specialized tools and instructions to help employers understand and fulfill their obligations. It’s our customized compliance solution designed specifically for small employers with self-funded benefit plans, including essential documents tailored to your company’s specs.

Get Started with Compliancedashboard®

When you partner with Compliancedashboard®, you’ll enjoy benefits such as webinar demonstrations, custom dashboard branding and our expert support.

Contact our sales team at or 877-328-7880, ext. 125 to learn more!