Top BenefitMall Alternatives

This framework facilitates agency management and benefits tracking in an efficient format. Online access for all utilities that are in the app is available at all times for heads and individual sales agents in your company. Quoting and enrolment are available too.

Monitor your agency

BenefitMall provides efficient agency management systems that help you accelerate sales and marketing procedures. It gives a broker dashboard that shows the recent activity related to your workspaces, such as quoting, enrollment, and support cases. User management, training, and user preferences are visible using the systems provided, and it also notifies of upcoming contract renewals.agents can track business by carriers, get an insight on their commissions and get their incentive status. An online paperless enrollment solution is also available to reduce processing time drastically.

Give the right quote

A Client Ready Quote System is available for your agents, which eliminates the complexities involved in creating quotes and proposals. A comprehensive quoting engine makes the application and proposal process efficient and more accurate. Brokers can instantly find plans, filter them according to various characteristics, and send them to prospective clients. You can easily customize the census, strategies, and contribution models to provide the best benefit option for the upcoming enrollment period. Census can be imported from an Excel sheet or entered manually.

Enroll effortlessly

A comprehensive dashboard helps your agents by keeping track of your clients' benefit elections, managing the group census, and review plans. They can also digitally elect benefits for various fields of service. It can also provide insights into the total payments per pay period for each employee and supply visual reports for each employee. An extensive view of plan rates, benefits, and summary documents are available to view.  Employers can waive coverage or elect client's associates and their dependents.