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quote-to-enroll with our partner, benefix!A Better Quoting Experience

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.

How Benefix Can Help

Amwins Connect and Benefix streamline the process of comparing carrier offerings so you can deliver the best options for your clients. Efficiently and accurately evaluate plans and present clients with elegant, easy-to-read options and get from quote to card in record time!   

Digital Management

Capture and submit enrollments securely and digitally

Quote it All

Quote Medical and Ancillary in one place

Streamlined Material

Easily access plan documents and rate grids

Complete Control

Empower clients to manage adds & deletes directly

SmartRenewals

Auto-generate reminders and SmartRenewal Quotes

Custom Branding

Branding tools for custom colors and logos

Say Goodbye to Paper Applications and Duplicated Data Entry!

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

Case Submission

  • Easy Electronic Enrollment
  • Case Submission Collection
  • Pre-populated carrier paperwork
  • Electronic Paperwork completion
  • Collect Employer, Broker, GA & Employee documents & signatures

Personalized Quoting

  • Custom Branded Proposals – your logo – your colors
  • Save your personal proposal configuration
  • Save Favorite Plans
  • Set personal User Interface preferences

Benefix Training

 

 


Broker 101

 

 


Benefix Worksheet Training

 

 


Broker 201

 

 


Benefix Multi-Option Interactive Proposal Training

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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