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