Our Process

A Clear Path to Better Benefits

Launching a benefits program shouldn’t feel overwhelming. At Affinity Benefits, we break the process down into clear steps.

Our team works alongside you at every stage to make sure your members get meaningful coverage without the headaches of traditional insurance.

We start with a conversation to learn about your goals, members, and vision for a custom benefits program.

Through a mutual NDA, we review opportunities and outline a strategy tailored to your group’s size, structure, and needs.

We roll out your plan with co-branded marketing, custom quote portals, and enrollment support that makes sign-up simple.

After launch, we provide dedicated account management, renewal guidance, and reporting to keep your plan running smoothly.

We start with a conversation to learn about your goals, members, and vision for a custom benefits program.

Through a mutual NDA, we review opportunities and outline a strategy tailored to your group’s size, structure, and needs.

We roll out your plan with co-branded marketing, custom quote portals, and enrollment support that makes sign-up simple.

After launch, we provide dedicated account management, renewal guidance, and reporting to keep your plan running smoothly.

We start with a conversation to learn about your goals, members, and vision for a custom benefits program.

Through a mutual NDA, we review opportunities and outline a strategy tailored to your group’s size, structure, and needs.

We roll out your plan with co-branded marketing, custom quote portals, and enrollment support that makes sign-up simple.

After launch, we provide dedicated account management, renewal guidance, and reporting to keep your plan running smoothly.

We’re real people working to make benefits simple, sustainable, and built for the future. Let’s build something better together.