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.
Two applications, one system. Empower your producers with a dedicated sales system that seamlessly integrates with your agency CRM.
The Benefit Zone platform is designed to be customized to your team. Move fields around, change screens, build custom dashboards, let’s do it!
Document storage solutions for all your team’s needs: from policy summaries to rate sheets to BORs and more.
Your Benefit Zone system goes wherever you go. Access from your smart phone, fully functional for dedicated tablet users, or via your desktop.
Track your notes, client issues, follow-ups, next steps and more. Benefit Zone’s task management system in unparalleled in the industry.
The industry’ deepest integration with Microsoft Outlook. Is your team Mac users? We have you covered here as well.