An agency management system the whole team will use
From sales management to agency CRM through workflow automation and online enrollment…one system the whole team will use.
Sales System
Agency Management CRM
Benefit Websites
Online Enrollment
Sales & Pipeline Management
BUILT FOR INSURANCE BROKERS
The Benefit Zone sales system has been custom built for insurance brokers, complete with all the fields and processes needed to grow your agency.
BEAUTIFUL PIPELINES FOR PROJECTING SALES
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 CALLS, NOTES AND SCHEDULE FOLLOW-UPS
Log sales calls, include meeting notes, hot button issues, schedule follow-ups and voice dictated notes from your phone or tablet.
ANYWHERE ACCESS -- PHONES, TABLETS OR LAPTOPS
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.
An Agency CRM Customized for Your Team
ONE AGENCY CRM FOR ALL YOUR NEEDS
One easy to use system for managing all your business contacts: clients, carriers, competitors, prospects, leads, relationships, and more.
DESIGNED FOR GROUP & INDIVIDUAL BROKERS
The Benefit Zone platform has been uniquely tailored with all the tools needed for group and individual insurance brokers.
AUTOMATED PROCESSES MAKE IT EASY!
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.
WORKSPACES MAKE MANAGING YOUR TO-DO LIST A BREEZE
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.
INDUSTRY'S DEEPEST OUTLOOK INTEGRATION
It’s so much more than syncing emails. Leverage the power of client dashboards, policy lists, task management, all inside Outlook.
Engage Your Customers with Benefit Websites
IT'S ALL ABOUT COMMUNICATION
Reduce customer service calls and bring a modern benefit website solution to each of your customers.
POLICY, RATE AND PLAN SUMMARY DOCUMENTS
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.
CHOOSE FROM OUR WEBSITE DESIGNS OR BUILD YOUR OWN
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.
ANNUAL WEBSITE MAINTENANCE A THING OF THE PAST
Benefit websites automatically update themselves year on year so you don’t have to!
Online Enrollment the Way It Should Be
EASY FOR EMPLOYEES TO USE
Employees are walked through their enrollment, step by step, with simple to follow instructions.
CORE PLAN ENROLLMENTS
Support for all core plans: medical, medical with ACA rates, dental, vision, short and long term disability.
LIFE INSURANCE & RETIREMENT PLANS
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.
PRE-BUILT CARRIER EXCEL EXPORTS
A collection of Excel reports at your fingertips to easily exchange enrollment data with your insurance carriers.
