Your book of business is humming. Here's a snapshot of momentum across clients, brokers, and carriers.
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Active Clients
Growing book
0
Enrolled Employees
Coverage taking hold
$0
Annual Premium Sold
Running total
$0
Life Insurance In Force
Lives protected
Manage your portfolio
Jump straight into any area to keep building.
Clients
Employer accounts, census uploads, and enrollment history — everything client-facing in one place.
Brokers
Our partner brokers and the clients they bring. Tap a broker to see their full book.
Carriers
Insurance carriers and the state rate tables that drive every quote we offer.
Recent enrollments
Latest employees to elect coverage across all clients.
Main
Clients
Main
Brokers
Broker partners that bring clients to Cycle Benefits. Tap a broker to see all of their clients.
Main
Carriers
Insurance carriers whose rate tables power our clients' plans. Tap a carrier to manage its state rate tables.
CB
Client
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Profile
Carrier & Rates
Employees
Enrollment History
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Company Information
Basic details about this client.
CB
Company Logo
Used in employee emails, flyers, and the enrollment page — so employees recognize their employer at a glance.
PNG, JPG, or SVG · square or transparent format recommended · up to 5 MB
URL-safe code. Used in enrollment link: ?co=acmecorp
Determines which carrier rate table applies.
Drives the per-paycheck deduction shown for enrolled employees.
The broker partner that owns this client relationship.
Coverage Rules
How employees can purchase coverage at this client.
What employees see first when they begin enrollment.
Allow Face Amount Mode
Employees can choose to buy by coverage amount instead of daily amount.
Auto-prompt Face Amount Mode
If daily tiers aren't available for an employee's age, switch them automatically.
Lowest coverage an employee can select.
Guaranteed Issue ceiling, typically $150,000.
LTC / Chronic Care Rider
Living benefits portion of the policy.
Rider Included
LTC/chronic care benefit available alongside the life policy.
% of face amount available upfront tax-free for qualifying care needs.
Assigned Carrier
Choose the carrier whose rate table this client uses. Rate tables are managed in the shared library under Rate Tables.
Never shown to employees — Cycle Benefits stays carrier-agnostic in all employee-facing copy.
Applicable Rate Table
The table this client draws from, based on carrier + state.
Upload Employee Census
Drag and drop or browse. .xlsx or .csv accepted.
Recommended columns: First Name, Last Name, Date of Birth, Gender, Email, Phone, State, ZIP. Extra columns are preserved. The first row should be headers.
Drop your census file here
or click to browse — .xlsx or .csv
Preview Census
Verify the roster before saving. Showing first 25 rows.
Saved Census
Roster currently on file for this client.
Employee Roster
0 employees
0 selected
Enrollment History
Employees who have elected life insurance, with elected volume, monthly cost, and per-paycheck payroll deduction.
Rate Tables
Transamerica
State rate tables for this carrier. Each client assigned to this carrier draws from the matching state table.
Rate Tables
0 tables
All 50 states. Loaded states show their tables; unloaded states are placeholders to track coverage.
Add a State Table
Upload the carrier's Excel rate file for a specific state.
Expected file format: An Excel file (.xlsx) with four sheets — Dollar Purchase - Non-Tabacco, Dollar Purchase - Tabacco, Face Amount - Non Tabacoo, and Face Amount- tobacco. All carriers use this same structure.
Drop your rate file here
or click to browse
Preview Rates
Verify the data before saving.
Dollar Purchase — Non-Tobacco
Dollar Purchase — Tobacco
Face Amount — Non-Tobacco
Face Amount — Tobacco
Save Table
Saving this table makes it available to any client assigned to this carrier in the selected state.
Account
Settings
Manage your Cycle Benefits account and data.
Branding
Coming soon — set primary colors and customize the enrollment experience for each client.
Data & Export
Export all client profiles, carrier rate tables, and census data.
Send Text Message
Compose message
Variables like {first_name}, {company}, and {enroll_link} are filled per recipient at send time.