From sales management to agency CRM through workflow automation and online enrollment…one system the whole team will use.
The Benefit Zone sales system has been custom built for insurance brokers, complete with all the fields and processes needed to grow your agency.
Managing an insurance pipeline is a little different than other industries. Pipelines by stage, closure date, and renewal date provide the different views needed to grow a successful insurance agency.
Log sales calls, include meeting notes, hot button issues, schedule follow-ups and voice dictated notes from your phone or tablet.
Access your sales notes on your smart phone walking into a client meeting or review your pipeline at lunch on your tablet…your sales system goes where you go.
One easy to use system for managing all your business contacts: clients, carriers, competitors, prospects, leads, relationships, and more.
The Benefit Zone platform has been uniquely tailored with all the tools needed for group and individual insurance brokers.
With Benefit Zone’s automated task system your staff are automatically assigned the right tasks at the right time, ensuring your clients are well managed.
Simple “My Day” views take the headache out of managing your to-do(s) by automatically organizing all your key tasks, deliverables and follow-ups for the day.
It’s so much more than syncing emails. Leverage the power of client dashboards, policy lists, task management, all inside Outlook.
Reduce customer service calls and bring a modern benefit website solution to each of your customers.
Empower your client’s employees with access to their policies, benefits, key documents and more. Expand client value by including vacation schedules, on-boarding documents and more.
Benefit Zone comes equipped with out of the box ready website designs that can be deployed in minutes. Your team can also opt to build your own design or customize one of ours to your preferences.
Benefit websites automatically update themselves year on year so you don’t have to!
Employees are walked through their enrollment, step by step, with simple to follow instructions.
Support for all core plans: medical, medical with ACA rates, dental, vision, short and long term disability.
The industry’s deepest support for the multitude of life insurance scenarios from basic to voluntary, along with 401Ks, contribution matching, safe harbor plans, and more.
A collection of Excel reports at your fingertips to easily exchange enrollment data with your insurance carriers.