A single platform to make your agency's benefits workflows efficient
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.
Agency Management System (AMS)
Account and Contact Management
Reduce errors and improve efficiency by managing your benefits client and prospect data in a single location. By centralizing your data, you can:
Easily add, edit and import new accounts
Keep your database up-to-date and accurate with the ability to merge and restore accounts
Eliminate manual data entry and maintenance by using mass import and mass delete features