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Benefix

Quote_Health_Insurance_Benefix


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.  

BOOK A DEMO WITH YOUR SALES REPRESENTATIVE TODAY


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 Academy

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!

101Box Welcome

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
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201Box

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
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301Box

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
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How Benefix Can Help 
 

Benefix_Digital_Enrollment

Digital Management

Capture and submit enrollments securely and digitally

Benefix_Quote_Medical_Ancillary

Quote it All

Quote Medical and Ancillary in one place

Benefix_Plan_Documents_Rate_Grids

Streamlined Material

Easily access plan documents and rate grids

Benefix_employee_Benefits_Quoting_Enrollment
Benefix_Group_Management

Complete Control

Empower clients to manage adds & deletes directly

Benefix_Alerts

SmartRenewals

Auto-generate reminders and SmartRenewal Quotes

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Custom Branding 

Branding tools for custom colors and logos

 

 

Here are some of the basics – lets talk about Benefix can bring value to your firm

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Benefix Help Center

 

Benefix

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.
 


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Customer Care

866.570.5474

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Send Us Your RFP

Contact Quoting

mailto:acis.quotes@amwins.com

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