Focus On Clients. We'll Handle The Rest.

Our Value
Leverage our expertise.
  • 20+ Years of experience.
  • Custom tailored solutions.
  • Long-term partnerships.
Our Value
Consulting
Quoting - Implementation - Relationships
  • RFP Management.
  • Carrier Relationships.
  • Implementation and Administration.
Consulting
BenTech
Benefits Administration Technology & Enrollment
  • Benefit Technology Configuration.
  • Self-Service Enrollment.
  • Enrollment and Benefit Education.
Benefit Technology

Consulting

OnBoard’s Consulting services empower brokers and agencies to build a profitable, scalable ancillary benefits business—backed by strategies for long-term growth and stability.
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Competitive Pricing-Long Term Stability

We help structure ancillary benefits for sustainable rate performance and market competitiveness.

Voluntary Enrollment Optimization

Our analysis focuses on driving profitability through strategic participation and enrollment strategies.

Carrier Depth for Maximum Leverage

By partnering deeply with select carriers, we unlock stronger pricing, revenue opportunities, and service alignment.

Benefit Technology

Configuration
OnBoard's team will configure Employee Navigator on our license and fully manage the onging process or we can build it on your license and you can manage day to day.
Enrollment
OnBoard streamlines the open enrollment process by crafting branded, audience-specific messaging and ensuring timely distribution to all employees. Our approach delivers concise, aligned communication that drives engagement.
Trusted
Over 300 clients trust us with their BenTech configuration and support.
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RFP Management

We simplify the RFP process for brokers by handling the heavy lifting—from strategy to execution. Our team develops clear, competitive RFPs, evaluates carrier responses, and ensures every proposal aligns with the client's goals. By managing timelines, communication, and carrier coordination, we free up brokers to focus on client relationships while delivering results that are aligned to our strategic plan.

Implementation & Administration

Simplify Administration
OnBoard creates implementation strategies that simplify administration and reduce client workload. Our goal is to streamline processes, not complicate them.
Dedicated Support
OnBoard stays by your side during implementation, working closely with our Carrier and Technology partners to ensure a smooth process from quote to claim.
Proven Success
For over 20 years, OnBoard's team has helped Brokers and their Clients simplify administration for Group Ancillary Benefits.

Carrier Partnerships

Whether you're navigating a complex benefit portfolio or scaling agency-wide offerings, we ensure that every carrier recommendation is backed by market insight, financial strategy, and your agency's goals. Our goal? To simplify the selection process and help agencies thrive with carrier partnerships that are aligned, intentional, and built to deliver.