BRI™ Broker Annual License

The intelligence
your competitors
don't have.

Unlimited benefits reconciliation intelligence — fully branded under your firm. Your clients see your name. You deliver the structural clarity no one else can.

Book a Discovery Call → Learn More
VP

"This is not a trial. This is a structural capability your competitors do not have." — Vantage Point Strategy Group

The structural gap

Most brokers advise
on benefits they can't
fully see.

Your clients' benefits data exists across four disconnected systems — payroll, enrollment, carrier census, and carrier invoices. The discrepancies between them accumulate silently, becoming dollar exposure, compliance risk, and operational liability.

Payroll vs. Enrollment

Deduction records that don't match enrollment data create overcharges and coverage gaps that persist for years — undetected without a structured reconciliation engine.

Carrier Census vs. Invoices

Carrier billing errors accumulate quarter over quarter. The average mid-market employer carries $18,000–$62,000 in unresolved benefits billing discrepancies annually.

The Broker's Blind Spot

Brokers advise on plan design, carrier selection, and cost management — but the data layer underneath those decisions is invisible without a structured diagnostic engine.

The Compliance Exposure

ERISA, ACA, and HIPAA compliance failures from enrollment misalignment can trigger $100–$500 per employee per day in penalties — exposure your clients don't know they're carrying.

The Platform

BRI™ — Benefits Reconciliation
Intelligence

BRI™ compares payroll deductions, benefit enrollments, carrier census records, and carrier invoices — and instantly surfaces every discrepancy, quantified by dollar exposure, severity, and employee.

Upload the files. Get the findings. No manual spreadsheet work. No guesswork. A complete structural risk map of your client's benefits data — in minutes.

Built by someone who spent years inside HCM, payroll, and EDI environments — not around them. The diagnostic rules, issue classifications, and remediation guidance come from direct experience identifying and resolving these exact problems in real organizations operating ADP, Workday, UKG, BambooHR, and similar platforms.

$1,200+
Average annual exposure per affected employee
15%
Typical discrepancy rate in a 200-person organization — $180,000+ in undetected liability
$497
Cost of a single BRI™ diagnostic run that can surface six figures in exposure
Annual License

Everything your practice needs
to deliver structural clarity.

01
Unlimited Diagnostic Runs

Run the BRI™ diagnostic for every client in your book — as many times as needed. No per-run fees. No limits.

02
Branded Subdomain Portal

Your clients access the platform through yourfirm.vpsgportal.com — your name, your brand, your intelligence.

03
White-Label Interface

The entire platform is reskinned with your logo and colors. Clients see your firm — VPSG powers it from behind.

04
Client Management Dashboard

Manage every client diagnostic in one view. Track findings, monitor risk scores, and organize remediation across your entire book.

05
iframe Embed Code

Integrate BRI™ directly into your existing client portal or software with a single line of embed code.

06
Priority Advisor Access

Direct access to VPSG Principal Strategy Advisors — for complex findings, escalations, and strategic consultation.

07
VPSG Network Partner Status

Exclusive referral program access and Partner Credits for every broker you bring into the VPSG network. Build a practice inside the network.

"Built exclusively for annual license holders. This is not a trial. This is a structural capability your competitors do not have."

— Vantage Point Strategy Group

Process

From onboarding to
structural clarity — in three steps.

Step 01
License & Onboard

Your practice is onboarded to the VPSG platform. Your branded subdomain is configured, your dashboard is activated, and your white-label interface is deployed under your firm's identity.

Step 02
Run Client Diagnostics

Upload your clients' payroll, enrollment, carrier, and invoice files. BRI™ reconciles all four sources, identifies every discrepancy, and generates a complete Risk Score and findings report — in minutes.

Step 03
Deliver the Intelligence

Your clients receive findings under your brand. You walk them through remediation. You become the advisor who found what everyone else missed — and can fix it.

For benefits brokers
who want to be
irreplaceable.

The BRI™ Annual License is designed for independent and mid-market benefits brokers who serve employers operating complex HCM and payroll environments — and who understand that the advisor who surfaces structural risk becomes the advisor clients cannot afford to replace.

You manage 10+ employer clients with active benefits programs and want a systematic way to identify risk across your entire book.

You work in environments with HCM or payroll complexity — ADP, Workday, UKG, BambooHR — where integration reliability is a real issue.

You want a differentiated capability that positions you as the advisor with structural visibility — not just product knowledge.

You are building a practice worth protecting — and you recognize that client retention is built on demonstrated value, not relationship alone.

You understand that referral networks compound. The VPSG Network Partner program is built for brokers who think in systems, not transactions.

A network that
compounds your practice.

Annual License holders receive VPSG Network Partner status — access to a structured referral program that earns Partner Credits for every broker you bring into the network.

This is not a loyalty program. It is a structural incentive designed for brokers who build practices, not just books.

Learn About Partnership →
Diagnostic runs — unlimited across your entire client base for the license term
1
Branded portal — your subdomain, your logo, your interface
Partner Credits — earned for every broker you refer to the VPSG network

This is a conversation,
not a pitch.

The BRI™ Broker Annual License is for practices that are ready. Book a discovery call or fill out the form — we'll discuss your client base, how the diagnostic fits your practice, and whether the VPSG Network Partner program is the right fit.

Email
admin@vantagepointstrategygroup.com
Location
Oklahoma City, Oklahoma
Book a Discovery Call → Existing Client? Portal →
Send Us a Message