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. Eliminate these problems with a system designed to manage your agency’s day-to-day activities more effectively.
Leverage a dynamic Agency Management System that consolidates your workflows and processes into a single, unified platform so you can spend more time on sales and retention.
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