United Benefits Partners

Name

United Benefits Partners

Legal name

United Benefits Partners, Inc.

Website

https://ubpbenefits.com

Company type

Private

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Headquarters

HQ city

Mount Laurel

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Insurance Brokerage Commissions: As an employee benefits broker, UBP earns commissions from insurance carriers for placing employer group health insurance and other employee benefit plans. The company works with over 129 carrier relationships to find optimal benefits packages for clients.
2. Employee Benefits Consulting Services: Revenue generated from comprehensive employee benefits consulting including their 4-step process: Marketing Machine, Implementation & Communication, Employee Support, and HR Support services.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels6 records

Core offering

United Benefits Partners is an employee benefits brokerage and marketing firm that designs, markets, and manages group health, dental, vision, voluntary, and ancillary benefits programs for employers. The firm operates a four-step process—Marketing Machine, Implementation & Communication, Employee Support, and HR Support—combining carrier negotiation across 129+ carrier relationships with proprietary online enrollment systems, branded benefits websites, customized benefits guidebooks, and year-round employee and HR compliance support.

Product overview

United Benefits Partners offers a comprehensive 4-step employee benefits solution comprising: (1) the Employee Benefits Marketing Machine for securing competitive insurance rates; (2) Implementation & Communication Services including online enrollment systems, customized benefits guidebooks, and branded benefits websites; (3) Employee Support Services with Health Assistants, RxCare prescription assistance, and the TouchCare mobile app; and (4) HR Support Services providing HR360 platform access, federal/state compliance guidance, and an ACA Hotline. The company serves as an employee benefits broker and marketing firm that combines carrier relationships with technology and service platforms.

Differentiator

Problem solved

Functional benefit

Products and services

• Employee Benefits Marketing Machine A marketing and rate negotiation service for employer clients that uses UBP's 129+ carrier relationships, self-funding and level-funding options, prescription plans, and gap fillers to secure competitive group benefits pricing.
• Implementation & Communication Services A bundled implementation service for employers that deploys a 24/7 online enrollment system, customized full-color benefits guidebooks, a branded client-specific benefits website, and a customer service hotline to communicate and implement benefits plans.
• Employee Support Services A year-round employee support service providing account management, healthcare concierge through Health Assistants, benefit navigation, medical bill negotiation, provider search, RxCare prescription cost assistance, and ancillary benefits support.
• HR Support Services An HR compliance and support service providing employers with access to the HR360 platform, federal and state compliance guidance covering COBRA, HIPAA, FMLA, and USERRA, hiring and termination resources, online HR tools, and an ACA Hotline available weekdays 8am-8pm ET.

Quantifiable outcome

• Rates as low as 23% below competition
• +3 more outcomes

Named customers3 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature5 records

Partnerships

Ten partnerships are on record, tiered core, major and minor.

• National Benefits WholesalercoreStrategic or Co-development Partner · 1 January 2017In 2017, UBP entered into a partnership with the largest Employee Benefits Wholesaler in the U.S. Combined companies service over 200,000 employers, manage over $4 billion in premiums across 45 US markets, covering nearly 2 million employees and dependents with access to over 1,300 Benefits Professionals.
• AmeriHealthmajorOthersKey carrier partner referenced for Fixed Funding products, behavioral health integration, and New Jersey market presence. UBP is a top producer for AmeriHealth.
• Aetna CVS HealthmajorOthersMajor insurance carrier partner offering individual and group health plans, ACA exchange products in New Jersey counties, and pharmacy integration through CVS locations.
• UnitedHealthcaremajorOthersCarrier partner for health insurance, dental plans, and vision coverage offerings mentioned in client communications.
• CignamajorOthersCarrier partner providing pharmacy updates, behavioral health services (now under Evernorth brand), and various health insurance products.
• Delta DentalmajorOthersDental insurance partner offering Delta Dental PPO and Delta Dental PPO Plus Premier options for small businesses with 2-50 employees.
• Oxford Liberty NetworkminorOthersMid-sized network option for New Jersey employers under AmeriHealth offering balance between costs and employee satisfaction with 24/7 Virtual Visits and wellness coaching.
• HR360coreTechnology or IntegrationHR360 platform integrated into UBP's HR Support offering, providing online HR library with forms, training videos, SHRM-certified HR professional hotline, federal compliance help, state-specific guidance, and online HR tools.
• TouchCaremajorTechnology or IntegrationMobile app partner providing healthcare concierge services including benefit navigation, bill negotiation, cost comparison, provider search, RxCare prescription assistance, and ancillary benefits support.
• BenefitMallminorOthersPartner referenced for carrier updates and newsletter content distribution through BenefitMall platform.

Scale indicators10 records

Recent moves7 records

Expansion highlights5 records

Market position

Weaknesses5 records

Competitive moat5 records

Customer concentration

• Xtwitter.com/ubpbenefits
• Facebookfacebook.com/ubpbenefits
• LinkedInlinkedin.com/company/united-benefits-partners-inc

Revenue estimate

Valuation estimate

Number of profiles

Profiles12 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about United Benefits Partners