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November Product Update

Posted by Bobby Schmidt on Nov 15, 2017 10:29:35 AM

In product release, update, q4

Please read below to learn about some updates and product enhancements to the Code SixFour Benefits Consulting Cloud.  Make sure to reach out to someone on our team to go in-depth on these new features if you have any questions!


CostLens, Code SixFour's live online contribution modeling portal, has received it's first upgrade! 

As always, you can still do online modeling of your clients' contribution strategies, to display live cost totals on a monthly, quarterly or annual basis. The recent update covers:

  • Individual plan and tier premiums can be displayed on a PEPM basis
  • Web links can be published and password protected, to be shared externally with your clients. This way they can access a review of your quote and insurance packages on their computer, without requiring a login to Code SixFour.



New (Sixth) Open Enrollment Booklet Template available 

Code SixFour offers you the ability to produce a fully-branded enrollment booklet in several steps.  Streamline your booklet creation process for multiple clients in a PowerPoint document.  In tandem with Open Enrollment season, we have released a sixth template to get you going!​​


New Instructional Video Library

The Code SixFour Customer Success Team is excited to announce an instructional video library.  This library includes a large variety of brief videos no longer than 4 - 5 minutes each, covering everything from loading a census, to building benefit booklets in just a few clicks of the mouse, and lots of other topics.  You can access the full library by clicking here or by clicking the TRAINING link after logging into the Code SixFour platform. 

Other Enhancements

  • Released a new claims report that details loss ratio of self funded plans
  • Confirmation option when deleting benefit plans