Built for Advisors.
Backed by Experience.
Powered by Quikcard.

Deliver premium solutions to your clients — with a partner you can rely on.

Why Advisors Choose Quikcard

Less than 20 Clicks Proposal

Fast, seamless process from quote to implementation.

Premium Support You Can Trust

Value-conscious? So are we. But never at the cost of service.

Client Onboarding Made Easy

Simple, digital onboarding built for brokers and their clients

Marketing Tools at Your Fingertips

Professionally branded sales tools and ready-to-share content in your portal.

Custom Plans, Tailored for Clients

HSA, WSA, FSA, EAP, VC, and more — mix and match to meet your clients’ needs.

Not Just Low-Cost. High-Service.

We're a reliable, independently owned partner — not a discount shop.

Employee Assistance Program Benefits


    Grow With Quikcard

    Whether you're a seasoned broker or just starting out, our platform is designed to help you succeed.
    Our advisor portal gives you access to everything you need to quote, onboard, and support your
    clients — all in one place.

    Advisor Portal Preview:

  • Build custom proposals in under 20 clicks
  • Track plan setup and status in real time
  • Access co-branded sales material, onboarding kits, and compliance documents
  • Live claim insights and benefit tracking
  • View and track commissions
  • Start using benefits within days, same day if needed!


Already an Advisor?

Jump back in to build new proposals, access marketing tools, or track client plans. Everything you need is just a click away.

What You Can Do Inside the Portal: