Quick call logging and meeting note tools make logging client touch points a breeze for you and your team.
Never miss another key deadline or follow-up with Benefit Zone’s one-click follow up scheduling system.
A requirement for any workflow management system is email integration. Learn why Benefit Zone has the deepest Outlook integration in the industry.
Dashboards provide a comprehensive view of your agency’s service delivery for your clients.
Checklists are a powerful tool to ensure all key deliverables for service, enrollment, and renewal items are completed.
Benefit Zone’s delegation management system tracks and updates you on all tasks you have assigned to your team.
Providing great service is one thing, ensuring your clients know it is another. Benefit Zone’s annual stewardship reports are an excellent tool for communicating the value your team provides.
How many service calls did we make last month? How much time did our team spend on client “x”? Benefit Zone’s analytic and reporting solutions have the answers you need.