Contact Creative Planning Benefits Menu

Creative Planning Benefits is an independent, innovative brokerage firm for companies seeking a trusted advisor with a long track record of excellent service, creative ideas, latest benefit technology and proven results. Through CPB, you get total HR, compliance and benefit support solutions.

Our service, combined with the cutting-edge technology developed by our partner Maxwell Health, empowers us to deliver an exceptional HR solution that simplifies administration, engages and incentivizes employees and lowers health care costs.

With a completely paperless process, the customizable and secure cloud-based benefits platform helps employees easily navigate enrollment and gives them instant access to their benefits through a mobile app that also features helpful tools to support their health care decisions.

We welcome the opportunity to answer your questions about the CPB and Maxwell partnership.

Contact Creative Planning Benefits Attend a live demo webinar

Technology to take you paperless

A beautiful dashboard gives you a real-time view of employees during open enrollment, and paperless form-signing means no more printing and scanning. Task management and notifications make QLEs a breeze. You can even send bulk emails, save email templates, and track open and click-through rates with Maxwell’s built-in communication tools.

Awesome experience for your employees.

Maxwell’s benefits enrollment process feels more like the online retail experiences employee are used to. This saves them time and energy when choosing benefits, increases participation in the valuable benefits you offer, and creates a simpler, more positive experience during annual open enrollment and benefits changes throughout the year.

Trusted, localized benefits expertise

Alongside Maxwell’s technology, we bring unrivaled experience and expertise that’s tailored to you. It’s important to have a benefits professional that truly understands your company’s population, market, and other unique factors, as well as plan design and ACA compliance. Anything less is a serious liability for your business.

Keeping your people healthy and happy year-round

We provide the only platform that takes care of your employees every day of the year — not just the day they onboard and enroll in benefits. Maxwell’s mobile app provides 24/7 access to benefits information, a turnkey wellness program that streams in data from popular fitness devices, and streamlined integrations with wellness and lifestyle products to help you reduce out-of-pocket costs and make on-demand health decisions.