1095-B Filing Solutions for Insurance Brokers

At a Glance
As an insurance broker or benefits consultant, you advise employer clients on health coverage and compliance. BoomTax gives you the tools to offer ACA filing as a value-added service: multi-client management, B-series 1095 filing, and white-label options to present filing under your brand.

What is the Best 1095 Software for Insurance Brokers?

Insurance brokers need ACA software that lets them manage multiple employer clients efficiently. The best solution supports B-series forms (1095-B, 1094-B), offers bulk import, and provides white-label options to offer ACA filing as part of your client services.

Broker-Specific Features

  • Multi-Client Dashboard: Manage ACA filing for all employer clients from one account.
  • B-Series Forms: File 1095-B and 1094-B for clients with self-insured health plans.
  • C-Series Forms: File 1095-C and 1094-C for ALE clients subject to employer mandate.
  • Bulk Import: Upload data for multiple clients in one file.
  • White-Label: Offer ACA filing as a branded service to clients.
  • Recipient Copies: Print or mail 1095 forms to covered individuals.

Value-Added ACA Services

Expand your service offering by helping clients with ACA compliance:

  • Filing Support: Handle 1095-B filing for clients with self-insured plans.
  • Compliance Review: Verify coverage data before IRS submission.
  • Penalty Avoidance: Ensure clients meet IRS filing deadlines.
  • Year-End Reporting: Streamline the annual ACA reporting process.

All Features Included

Purchasing any BoomTax package will give you everything you need to complete your filing.

This includes:

  • Federal E-File
  • State E-File (ACA and 1099 CF/SF)
  • Recipient Copy Download as PDF
  • Official IRS Copy Download as PDF
  • Unlimited Corrections

Bulk Import

Import many companies in one spreadsheet to simplify data input.

Data Validation

We validate your data against hundreds of IRS rules.

Hands Off E-File

No IRS registration or testing required.

Free Corrections

Make as many changes as needed for free.

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Frequently Asked Questions

Yes, BoomTax is designed for brokers managing multiple clients. Each employer client has their own workspace organized by EIN, and you can track filing status for all clients from one dashboard.

Yes, we offer white-label solutions for insurance brokers who want to offer ACA filing as a branded service. Contact our partnership team to discuss white-label options and volume pricing.

Clients with self-insured health plans (regardless of size) file 1095-B to report coverage. ALEs (50+ FTE) file 1095-C to demonstrate employer mandate compliance. Some clients may need both forms depending on their situation.
Michaela Porterfield
Author
Michaela Porterfield
Content Writer at BoomTax
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Dedicated to simplifying complex IRS regulations for employers, with expertise in ACA, 1099, and W-2 compliance.

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Related Resources
Insurance Industry

Full industry guide for insurance carriers.

Insurance Industry ›
TPAs

White-label ACA for benefits admins.

TPA Solutions ›
Form 1095-B

B-series filing guide.

1095-B Guide ›
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