SyncMyBenefits helps benefit brokerages turn recurring enrollment and renewal work into consistent, trackable workflows—so teams spend less time re-keying data, chasing confirmations, and switching between systems.
Built for the operational work between Employee Navigator, carrier systems, documents, and your team.
Six core operating areas, each built around the recurring work a benefits team actually does.
Organize and process Employee Navigator enrollment activity with controlled team access.
Reduce repetitive carrier, administrator, and portal follow-up work.
Prepare carrier and benefit forms from structured enrollment data.
Rename, organize, and retain confirmation PDFs consistently.
Create more consistent quote-request workflows and team visibility.
Hyperlinked reports that organize enrollment tickets by urgency and quotes by renewal date.
The onboarding journey, from workspace to a fully operating model.
Establish your brokerage, invite users, and set permissions.
Use Employee Navigator data to establish your active-lives tier.
Bring recurring benefit workflows into one controlled operating model.
We're adjusting our pricing model to better fit the brokerages we work with. Updated pricing will be available soon.