Modern Quoting
- Links to SBCs, SOBs & Table Rates in the proposal and user interface
- Automatic Plan Selection – find your renewal – find like plans
- Employer Contribution Modeling
- Scenario Builder
- Live Support
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.
Capture and submit enrollments securely and digitally
Quote Medical and Ancillary in one place
Easily access plan documents and rate grids
Empower clients to manage adds & deletes directly
Auto-generate reminders and SmartRenewal Quotes
Branding tools for custom colors and logos
This edition of Coffee with Carriers features 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.
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