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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.
How Benefix Can Help
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
Benefix Trainings
Benefix Resources
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
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.
