Managing the benefits portion of an insurance business can be complicated, time-consuming and full of inefficiencies. It might be even more complex if you’re using an agency management system that isn’t built with you in mind. Eliminate these problems with a system designed specifically to help Employee Benefits brokerages simplify complex tasks and automate their daily workflows.
Leverage a dynamic AMS that delivers a comprehensive platform that consolidates workflows and processes into a single, unified platform so users can spend more time on sales, retention, and creating the most efficient business possible by leveraging technology that provides superior insights into every aspect of their benefits operations.
Reduce errors and improve efficiency by managing your benefits client and prospect data in a single location. By centralizing your data, you can:
Track client and prospect activity and gain insights into the workflows needed to make your employee benefits insurance business more successful. With these solutions, you can:
Simplify file organization by managing, editing and accessing your information in one, centralized location:
Uncover new ways to manage your sales opportunities and drive growth:
Take the hassle out of managing and configuring various carrier benefits plans by storing them in one integrated solution:
Expedite the entire request for proposal (RFP) process by creating industry-leading RFPs in minutes and sending them to multiple carriers:
Use this tool to monitor benefits sales commissions and make sure you get paid for the work you do:
Take the guesswork out of reporting and gain a more comprehensive understanding of your agency's employee benefits operations:
Sales Cloud Informational Sheet