Employee benefit booklet builder

Bring your insurance team in one place to make employee benefit booklets, guides, or flyers, that you can:

  • create in the same space
  • share privately with clients
  • easily track with statistics
  • update instantly & keep the link

Get in touch
Create employee benefits booklets in the same workspace

This is how an employee benefit booklet made with Flipsnack looks:

Trusted by the world’s most innovative businesses

McGriff
USI insurance
Alliant Insurance Services
Arthur Gallagher
Jeffrey Lenderman
USI Insurance

I call them interactive benefit guides because of the ability to link out to provider resources and embed educational videos to aid in the communication of open enrollment. My favorite part is that when you inevitably find a typo, you can just fix it and reload the corrected guide behind the scenes without calling attention to the error. It's easy to use and creates a wow factor at open enrollment that helps differentiate my firm from the competition.

Jeffrey Lenderman
Lead consultant

How to create online benefits guide out of a PDF

Watch video

  1. 1. Upload your PDF employee guide

    Bring your PDF benefit booklets to Flipsnack and transform them into easily accessible interactive benefit guides in a matter of seconds.

  2. 2. Customize the digital employee guide’s appearance

    Include branding elements: company logo, custom fonts, and colors to maintain brand consistency across all created documents. Make it interactive with links, videos, and photo slideshows.

  3. 3. Share it privately with your clients

    Publish the employee benefits content as unlisted (access only through shared link), email, or password-protect it.

  4. 4. Track & optimize

    Analyze how your clients interact with the employee benefits guides by looking at clicks, average time spent on each page, and more. Based on these Flipsnack statistics, make the necessary changes to the package, with updates visible in real-time.

Make content changes in real-time

Need to include last-minute client requests or a recently added benefit? Flipsnack allows real-time edits for any employee benefits document. Just refresh the guide’s link, and the visual or text edits will be visible. You can also replace a PDF without losing the interactions you might have already added.

Get in touch

Collaborate on employee benefits in the same platform

A workspace for each office

Create multiple workspaces within the same Flipsnack account, for each office location. Invite teammates and work together smoothly by checking the teammate activity logs.

Multiple teammate roles for ultimate control

Assign the right role for your teammates’ responsibilities. Check limitations for editor, agent, or contributor and collaborate on-brand without stress and more efficiently.

Share employee benefits guides securely

Unlisted

Hide employee benefits guides from unwanted views and search engines. Publish it unlisted and then share it safely with clients. No one without its link will be able to track it down.

Private

Branded email sharing is another privacy protection option for confidential documents. Alternatively, opt for SSO sharing to ultimately protect everything you distribute internally.

Password protected

Add an extra layer of security to employee benefits content. Use a password, share it with the intended audience, and protect sensitive data every time you communicate with clients.

Secure employee benefit solution

Keep your data safe and secure with Flipsnack. All your employee benefit presentations, booklets, guides are hosted securely on our platform. Request SSO login for teammates that you invite into a workspace and don’t worry about outside access to private documents.

Get in touch

See how clients engage with benefits packages

Real data of clients’ interaction is not just “nice to have”. It’s crucial. Digital employee guides or handbooks by Flipsnack show statistics like views, clicks, and average time spent. Create multiple trackable links for the same publication, and see the exact behavior of each client. Optimize the content based on this data.

Design employee benefits guides with existing templates

Discover professional employee benefits guide templates available in the Design Studio. These templates contain real information you can reuse, minimizing the work left for you to do. Add phone links, or other external links, use tables to present the benefits and easily share it with clients.

Employee Benefits Brochure Example
Digital Employee Benefits Brochure Template
Free Digital Employee Guide Design Example
Digital Employee Benefits Guide Template
Employer Benefits Handbook Design
Complete Employer Benefits Handbook Template
Employee Benefits Guide Summary Design
Digital Employee Benefits Guide Summary Template

Frequently asked questions

1. How do you measure the success of employee benefits packages?
arrow

Without access to statistics, it’s close to impossible. But with Flipsnack’s statistics, measuring the success of employee benefits packages is a matter of a few clicks. Once you share an employee benefit guide, flyer, or booklet, the statistics will be available to you: see how many clients opened it, clicked on elements inside it, or perhaps downloaded the PDF format.

An employee benefit booklet builder is a tool that simplifies the employee benefit creation and distribution. It has a great array of relevant functionalities: security and privacy features, interactions, and centralized asset management.

Simplify your work with Flipsnack’s employee benefit booklet builder