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Solving Today's Broker Challenges

TFA Benefits is pleased to provide these services for you and your clients. If you have questions or would appreciate additional information, give us a call. We look forward to working with you!

  • Premier Carriers & Products
  • Broker Meetings & Training Programs
  • Newsletters & eBlasts
  • Access to Full-Time Compliance Specialist
  • Compliance Documentation & Websites
  • Software Solutions
  • State-of-the-Art Quoting Tool
  • Customer Relationship Management (CRM) System
  • Medicare Expertise & Training
  • Individual Sales Website

Group Quoting Tool

TFA Edge allows you to input a single census and get proposal-ready output for all the carriers and plans you choose! If the employer doesn't have access to all the information (spouse and children's ages or household income), TFA Edge can gather each employee's individual data via a secure online survey. That data is then automatically stored in the client information so you can: 

  • Prepare quotes 
  • Discuss potential pay-or-play penalties with your larger clients 
  • Discuss whether a Split Decision would be helpful to your small group clients and their employees 


HealthSherpa: Your Online Individual Sales Website 

Want to sell online? Then you have to be online! TFA is proud to partner with the leading ACA enrollment platform, HealthSherpa. HealthSherpa is a convenient, CMS-approved alternative for ACA enrollments. They show the same plans as, and their streamlined application is connected to the Marketplace. 

Broker Looking At Tablet

With a HealthSherpa account, you can do the following: 

  • Complete an application in 8 min vs 30 min on 
  • Service all of your ACA clients through one login 
  • Track your ACA leads and much more! 

The benefits of using HealthSherpa: 

  • Support 100% EDE-approved carriers 
  • 20% higher effectuation 
  • 14% higher self-serve rate 
  • 40% lift in apps per agent 

Broker Training and Education

Working with TFA takes the guesswork out of product training, certifications, and industry updates. Our communications team sends out ongoing broker newsletters and eBlasts with the latest and greatest information you need to stay at the forefront of the health insurance industry.

We host regular carrier product trainings to help you prepare for the busy seasons and enhance your portfolio. Plus, our Compliance and HR Specialists are always available for any questions or concerns you or your clients might have.