daisy.health
for brokers
advances tools for your team
To your clients, you’re a reliable benefits advisor.
Daisy Health helps you simplify client interactions and organize everything efficiently in one central location.
advances tools for your team
To your clients, you’re a reliable benefits advisor.
Daisy Health helps you simplify client interactions and organize everything efficiently in one central location.
Multiproduct proposals
Benefit administration
Easy enrollment process
Advanced technology tools
Data security standards
Marketing support
Marketplace
Benefits Platform
Collect and manage your client`s data on a single platform
Invite your clients to join our platform and collect and organize their data online. Automatically sync all employee and dependent data from your HR system. Manage new hires, terminations, and reactivations without manual work.
With advanced filtering and search capabilities, you can quickly find the information you need and gain valuable insights to enhance your decision-making process.
Benefits Platform
Design benefit plans & create open enrollments
Create new benefit plans with an automated feature that extracts key information from the Plan SBC/PDF document and seamlessly populates the plan form.
Easily onboard new employees, compare and choose plans, track coverage and enrollment status, monitor deadlines, access AI support, and manage essential plan documents.
Learn more
Marketplace
Create multi-product proposals & invite clients
Single platform where you can search for the best health provider benefits, curate multi-product proposals, and send invitations to clients with just one click.
Learn moreMarketplace
Benefits Platform
generate proposal previews / benefit guides and more
Enjoy exceptional marketing support with system-generated proposal previews for clients and automated benefit guides sent to employees for open enrollment.
Easily compare proposal options and benefit plans with integrated GPT-like AI support to guide decisions and enhance your experience.
Marketplace
Benefits Platform
Integrate with multiple providers / carriers / HR systems
We collaborate with the nation’s leading insurance carriers, payroll providers, and TPAs to deliver a seamless digital experience for brokers and employers.
Our integrations ensure Daisy stays in sync with over 400 partners, making it easier than ever to connect with those you already use. With a single source of truth, managing data from multiple sources becomes simple and streamlined.
providing real-time visibility into enrollment status, benefit plan selections,
and utilization based
analytics
Access to multiple benefits and
bundles on the marketplace
Automatic electronic payments, tracking and commissions
Realtime dashboards
and insights
Employee lists synced directly
from your client's HR system
Easy to use platform with modern UI and technology
AI customer support
Read SBC PDF file / AI generated benefit plan
Single source of truth for brokers, employers, employees and dependents
Secure data
connection
Task manager tracks all the required event
to the carrier communication
Intuitive plan / open enrollment
design tools
Carrier integrations & real-time Provider Eligibility Management
We’re building the all-in-one solution for brokers and their customers.
Revolutionize your health insurance brokerage with our all-in-one platform designed to simplify your workflow.
Request demoExplore more opportunities. Daisy provides a seamless experience
for onboarding and utilization of the services.
Request a demo today!
And start the journey to improve health
and wellness for your clients and their employees!