Designed specifically for benefits brokerages, consultants, agencies and general agents, BenefitPoint is a secure, Web-based benefits management system that helps your business simplify processes, increase productivity and boost profitability. For enhanced customer service, you can create personalized web portals that make it easy for employers and their employees to access their plan data 24/7.
BenefitPoint combines a simple user interface with powerful, flexible technology to deliver one application for the entire agency. And because BenefitPoint is available in two editions, it’s easy to choose the solution that matches your needs and your budget.
BenefitPoint Professional edition:
- Ideally suited for regional brokerages that serve small and mid-market clients.
- Delivers essential policy and activity management tools while minimizing complexity.
- Streamlines management of clients, policies, rates and plans.
- Records all activities for easy tracking and reference.
- Includes operational reporting tools to help monitor business activity.
BenefitPoint Enterprise edition:
- Fully-integrated system with enterprise-grade support for multi-office brokerages.
- Includes an agency management layer for general agencies.
- Provides deep benchmarking tools to deliver more valuable business intelligence.
- Easily and efficiently tracks revenue and commissions.
- Features a comprehensive range of reporting tools and options.