EverGuide 360 / Why EverGuide 360

Built by brokers. Not just branded for them.

EverGuide 360 was built inside of a working benefits brokerage. We created the infrastructure we wished existed, then opened it up to brokers who’d rather partner than build.

The origin Story

Built because we needed it first.

We’re really good at what we do as a brokerage.

And along the way, we got really good at the things most brokerages can’t do in-house: platform builds, enrollment operations, back office execution, and employee engagement.

EverGuide 360 exists so brokers who need it can get those capabilities—while keeping every client, every relationship, and every renewal exactly where it belongs: with you.

2019
A working brokerage, hitting the same walls every broker hits. EDI errors, thin OE staffing, and tech that doesn't fit our needs.
The Build
We built the platform we needed in-house, out of necessity.
Today
Now it's EverGuide 360, the enrollment support infrastructure open to any broker who'd rather partner than build.

The white-label promise

Your clients stay yours.

This is the deal, stated plainly: we operate behind your brand, under your direction, in service of your relationships.

We don’t market to your clients. We don’t compete for your business. The trust you’ve built stays yours. We just make it easier to deliver on.

Differentiators

What you get with EverGuide 360

Broker DNA

We know what you need because we need it too. No translation layer between you and your vendor.

Everything in-house

Platform builders, counselors, call center, communication team—all under one roof, one standard, no subcontractors.

Speed the big firms can't match

Tight timeline? Mid-year takeover? Late BOR? In-house means we move when you need to move.

W-2 enrollment professionals

Our counselors are employees, not seasonal hires. We deliver consistent quality with every interaction.

Year-round, not just Q4

New hires, errors, audits, and questions don’t follow the OE calendar. Neither do we.

Reporting that earns renewals

Post-enrollment insights packaged so well your stewardship meeting runs itself.

Benefits brokers & consultants

Primary

TPAs (referral partners)

Referral

Employers (connected to their broker)

Welcome

Who we work with

Built for brokers. Friendly to everyone.

Our partners are benefits brokers and consultants who want enterprise-level capabilities without enterprise-level overhead.

We also work alongside TPAs on referral relationships: When a group needs an enrollment stood up fast, we’re the call you make.

And if you’re an employer who found your way here: welcome. The best results happen when your broker is in the loop, so reach out and we’ll get everyone connected.

The easiest capability you'll ever add.

No hiring. No platform licensing. No learning curve. Just a partner who already knows the job.