Prove your value by helping your clients meet their ERISA wrap requirements. Designed for today’s busy benefits broker, Wrap360 is an interactive, online wrap SPD and wrap plan document generator.
Prove your value by helping your clients meet their ERISA wrap requirements. Designed for today’s busy benefits broker, Wrap360 is an interactive, online wrap SPD and wrap plan document generator.
Customer Reviews
Michael M.
Advanced user of Wrap360Cloud based, saves all documents, and very simple to use
It's hard to find something I dislike, but if I had to say something ... if you create a WRAP, then change an insurance carrier's contact information in the software, the existing WRAP is automatically updated with the new contact information, and the WRAP is marked as if it has not been finalized yet because of the change
We are able to quickly create ERISA-compliant documents in-house, without waiting on a third party