Big Support for Small Businesses

The Zywave Client Portal gives you easy access to HR tools, compliance resources, and expert guidance—so you can stay focused on running your business.


Client Portal Login  
See How We Can Make a Difference For You...

 

Empower Your Business with Smarter Compliance & HR Tools

Managing a business comes with its fair share of challenges—but you don’t have to face them alone. The Zywave Client Portal is your centralized hub for navigating compliance, HR tasks, and everyday operations with ease. 

 

Packed with reliable resources and user-friendly tools, the portal helps you stay organized, reduce risk, and support your team—all while saving time. It’s a solution you can trust that your business needs to operate efficiently and confidently, no matter what comes your way. 

 

Discover how the Zywave Client Portal can revolutionize the way you manage HR, benefits, and compliance. In these on demand sessions, you can:


  • Learn How to Build Compliance Documents including WRAP documents, Section 125 and more
  • Gain confidence using HR and compliance tools—from templates and compliance checklists to resources vetted by attorneys
  • See real-world examples demonstrating how other businesses leverage the portal to free up time and boost efficiency
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Why Zywave? 

  • Save time by eliminating manual processes and reducing paperwork
  • Feel confident managing HR and compliance with expert-backed support
  • Make the most of your resources with tools built to support growing businesses

  • Whether you're new to the portal or ready to explore more of what it offers, Zywave will help you unlock the full value of your client portal.

Get Started Today

Contact us at: ZywaveConnect@cbcins.com to get access or request additional information.

Click Here for Login Instructions.

Client Portal Login

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Simplify Compliance with the Benefit Document Builder

Staying compliant doesn’t have to be complicated—especially for small businesses with limited time and resources. The Benefit Document Builder, available in the Zywave Client Portal, makes it easy to create essential plan documents like Section 125 Premium Only Plans (POP) and Wrap Documents in just a few clicks.


Why small businesses love it:

  • Time-Saving Templates: No legal team? No problem. The guided tool walks you through each step, ensuring your documents are complete and compliant—without the guesswork.
  • Cost-Effective Compliance: Avoid expensive legal fees by generating your required documents in-house, using a tool designed for non-experts.
  • Peace of Mind: Ensure your benefits program is audit-ready and meets ERISA and IRS requirements with up-to-date, attorney-reviewed language.

Whether you're offering a single health plan or a full suite of employee benefits, the Benefit Document Builder helps you check the compliance box with confidence—so you can focus on growing your business.

 

Learn More Here
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HR & Compliance Tools at Your Fingertips  

Managing a business comes with its fair share of challenges—but you don’t have to face them alone. The Zywave Client Portal is your centralized hub for navigating compliance, HR tasks, and everyday operations with ease. 

 

Tools for Human Resources

Your Round-the-Clock
Online HR Department

Zywave offers a range of tools and resources to support HR teams effectively. Here's a summary of how Zywave can assist:

  • State-Specific Handbook and Policy Builder

    Create entire handbooks or a single policy with this helpful tool. All pre-set policies are compliant with federal and state guidelines.
  • Online Training Courses

    Conduct employee and supervisor trainings with courses on sexual harassment, discrimination prevention, HIPAA compliance, and more.
  • Custom Job Description Builder

    Simplify the job description creation process enabling your employees to reach their full potential and drive business success.
  • HR Self-Assessment Tool

    Evaluate your HR competencies to foster a thriving workplace, including practices, employee relations, recruitment, and training processes. Plus, get insights on areas for improvement.
  • Performance Review Builder

    Generate performance appraisals based on an employee’s occupation, including ratings and comments to describe performance issues. A customizable action plan will help employees improve their performance
  • In-person Interview Question Builder

    Create effective interview questions to better assess a candidate’s knowledge, skills, and qualities, ensuring you identify the best fit for your team.
  • Employee Cost Calculator

    Get a complete view of hiring costs including compensation and benefits, recruiting, training, office equipment, and even expenses you might overlook.

Email the CBC Team at ZywaveConnect@cbcins.com to get access today.

Tools for Compliance

Compliance Applications

Staying up-to-date with all the rules and regulations governing employment and benefits is a hefty task. Zywave’s attorney-reviewed resources help you stay in compliance and ensure your organization’s safety and continued success.
  • Benefit Document Builder

    Quickly create required documents (e.g., Section 125 plans, wrap plans, SPDs) using attorney-reviewed templates
  • Compliance Notice Builder

    Craft customized benefit notices and communications in minutes—complete with distribution guidance
  • COBRA Notices Generator

    For groups with 20+ employees, this tool generates all six legally required COBRA notices through a simple three-step process
  • Federal Poster Advisor

    Identifies which federal workplace posters you need and offers printable versions, ensuring visibility and compliance
  • FMLA Advisor

    For groups with 50+ employees, guides you through eligibility criteria, notice timing, and required documentation to support FMLA compliance
  • Multi State Law Comparison Tool

    Simplifies comparison of laws across states—ideal for businesses operating in more than one region
  • Health Plan Compliance Calendar

    Tracks key compliance deadlines, alerts, and reminders to keep you ahead of plan-related responsibilities
  • OSHA Log

    Helps you track workplace incidents and produce OSHA-required logs and reports online

 

 

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Attention: This website is operated by Custom Benefit Consultants, Inc. (CBC), Robin Bahl, NPN: 1905492 and is not the public Health Insurance Marketplace website available under the federal Affordable Care Act and related state laws. In offering this website, CBC is required to comply with all applicable federal laws, including the standards established under 45 CFR 155.220(c) and (d) and standards established under 45 CFR 155.260 to protect the privacy and security of personally identifiable information. This website may not display all data on Qualified Health Plans being offered in your state through the government's Health Insurance Marketplace website. To see all available data on Qualified Health Plan options in your state, go to the government's Health Insurance Marketplace website at HealthCare.gov.

 

Custom Benefit Consultants, Inc./CBC Benefit & Insurance Services are licensed insurance agents. Insurance plans are offered by licensed insurance companies or health maintenance organizations. Health insurance plans on the CBC Marketplace are brokered and /or serviced by CBC Benefit & Insurance Services; CA License #: 0D75486

 

If you would like assistance in another language, please visit Healthcare.gov or contact us at (855) 332-3821 to access our language line.

 

All insurance products are issued by licensed insurance companies and made available to applicants through Custom Benefit Consultants, Inc./CBC Benefit & Insurance Services, which receives a commission from insurers to distribute these products. Your insurance policy, not the information on this site, determine the applicable terms and conditions of the insurance product. Neither Custom Benefit Consultants, Inc./CBC Benefit & Insurance Services nor its affiliates guarantee the services of any insurance company.

 

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