Your clients trust your judgement. You need to trust your benefits data.

For employee benefits brokers. Deliver trusted recommendations, client-ready materials, and accurate enrollments.

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Better data drives

Faster proposals.

mins

to complete a proposal vs 10 hours.

More time with clients.

of broker time spent on administrative and reconciliation work.

Fewer
enrollment issues.

Fewer enrollment issues.

in avoidable costs from enrollment errors.

From trusted data to client-ready outcomes.

Harborly transforms verified information into:

Proposals

Clear, polished recommendations ready for client conversations.

Benefit guides

Accurate materials generated directly from verified plan information.

Enrollments

Launch enrollments directly from approved proposals, using the same structured plan and employee data.

Speed

Make plan comparisons easier to evaluate.

Harborly understands the complexity of employee benefits and helps you quickly analyze plans, compare options, and identify what matters for each client.

Compare plans across carriers in a consistent structure

Review rates and benefits in a standardized format

Identify differences in coverage, cost, and design

Faster, clearer plan evaluation.

Transparency

Know where every number comes from.

Harborly transforms complex benefits information into structured, traceable data with every field connected back to its source.

Carrier documents converted into structured data

Plan details and rates reconciled automatically

Line-level visibility before information reaches clients

Every recommendation is backed by verifiable data.

"After years serving 20,000 employers and 2 million employees, I’ve seen the complexity brokers navigate every day. We’re building a better way to help them deliver for their clients."

Daniel Ren

CEO

Built on the complexity of employee benefits.

Book a demo