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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.
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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.
Navigating the interface, uploading and modifying a census, selecting a plan and using filters, organizing plans for output, and generating a proposal.
Running multi-option proposals, using custom proposal settings, using the multi-option scenario builder and the coolest thing ever - automatic plan selection!
Running multi-option proposals, using custom proposal settings, using the multi-option scenario builder and the coolest thing ever - automatic plan selection!
Leverage Benefix to provide a simple on-going BenAdmin solution to support adds and terms for your small groups at no cost to you or your client.
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 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.
Customer Care
866.570.5474
Find My Rep
Sales Directory
Send Us Your RFP
Contact Quoting