Account Management

First class experience.

You might have come here for our curated products, but the true shine of New Benefits is in our unrivaled service and support. Not only do you get our broad suite of voluntary benefits; you get the power of our entire team.

We are with you every step of the way. Once you’ve signed on the dotted line, you’re assigned a dedicated Client Success Team to walk you through implementation and assist as your business grows. We are committed to providing a first class experience through onboarding, training, marketing campaigns, group changes, and new product launches.


You will be assigned an Account Executive as your day-to-day liaison and an Account Coordinator to process member eligibility.

If you market our New Benefits brand, we’ll provide a wide selection of ready-to-go marketing materials to get you started. If you create a white label program, we can customize collateral to your brand.

Our Client Portal is your one-stop-shop for managing groups. Within the portal, you can easily add, edit, and remove employees ensuring information stays up-to-date and accurate.