A Better Quoting Experience

Quote-to-enroll with our partner, Benefix!

A single, seamlessly integrated platform for managing your entire small group book of business. No paper, no duplicated data entry, just more time with your clients.

Say goodbye to paper applications and duplicated data entry!

Automate Workflow

Access plan documents and rate grids

Capture and submit enrollments securely

Get auto-generated reminders and SmartRenewal quotes

Create Dazzling Presentations in Seconds

Add your agency colors, fonts, and logo

Offer contribution modeling

Build a multi-option bundle

Get a Demo for a 30-Minute Drive

See Benefix in Action

Become a Benefix pro and streamline your small group sales, renewals, and workflow.

Learn how to Seamlessly manage your entire small group book of business across the entire lifecycle like a pro ─ from lead to quote to installation to renewal.

Enroll today!

101: Quoting Basics

Navigating the interface, uploading and modifying a census, selecting a plan and using filters, organizing plans for output, and generating a proposal.

ENROLL

201: Advanced Features

Running multi-option proposals, using custom proposal settings, using the multi-option scenario builder and the coolest thing ever - automatic plan selection!

ENROLL

301: Enrollment > Case Submission

Running multi-option proposals, using custom proposal settings, using the multi-option scenario builder and the coolest thing ever - automatic plan selection!

ENROLL

Benefix

This edition of Coffee with Carriers features Eric Bayne, Director of Sales Enablement Technology at Amwins Connect and Matthew Ranauro, Founder & CEO of Benefix. They discuss an integrated platform that allows brokers to manage their entire small group book of business. Brokers can generate quotes across multiple carriers and geographies, Ranauro explains. They discuss a simple process that allows brokers to quote, click, enroll, pick a plan, and send it to employees within five minutes.