Benefit Zone is ready to track all your client policies, from medical and dental to ancillary and retirement plans.
Whether you are selling individual medical plans, medicare, term life, whole life, retirement plans…we have you covered.
The ability to customize Benefit Zone enables your team to determine how much or how little data you wish to track.
Quickly save plan benefit summaries, rate sheets, contracts, underwriting documents and more with simple drag and drop tools.
Build your team’s plan benefit Excel templates directly into the Benefit Zone platform for automated RFP and proposal creation.
Tracking ACA rates? Not a problem with our simple ACA rate import tools.
Manage core plans commonly sold in a library to enable quick re-use, reduced data entry and improved accuracy.
Quickly move from tracking plans to enabling online enrollment with Benefit Zone’s simple to setup and easy to use enrollment platform.
Leverage the client data already tracked in Benefit Zone to quickly assemble plans and documents for your client RFPs.
Benefit Zone’s RFP Distribution System quickly and securely sends RFPs to each of your carrier reps and tracks if your reps have read or replied.
Export quick to market Excel proposals complete with benefit comparatives, rate analysis, and cost summaries for executives.
Leverage the power of Benefit Zone’s HR Portals to streamline proposal delivery and plan selections for the upcoming renewal year.