The benefits insurance solution to manage your unique needs.
BenefitPoint® was created specifically to support agencies and brokers with a large benefits business.
Advanced CRM tools help identify new opportunities and up your customer service game.
Offer more competitive packages and become a trusted advisor.
Matches estimated revenue with actual receivables to help you recover anything missing.
Flexible, built-in workflows keep things moving while reducing the risk for E&O.
State-of-the-art reporting helps you analyze, monitor, and strategize.
Free Live Webinar
Empower your agency with accurate insights and industry knowledge using ReferenceConnect , Vertafore's trusted reference library tailored for insurance professionals. Learn more about leveraging this tool in our upcoming webinar on September 12.
Hear from Sandy Strebel, Project Manager at Vertafore, as she shares her knowledge and actionable strategies to boost your team's productivity while maintaining your competitive edge in a challenging market. In this webinar, we will cover:
To stay profitable, efficient, and relevant to their customers, today’s benefits brokers must make smart use of technology to efficiently manage their business. But what's the right approach? Should you invest in an in-house solution, use a traditional P&C insurance management system, or adopt a comprehensive management solution designed specifically for benefits brokerages?
Download the Buyer's Guide to Benefits Management Systems for tips on choosing the right solution for your benefits business.
"With BenefitPoint, we are achieving results that are consistent with the initial goals and objectives we outlined: create process efficiencies, save time and money, and retain business."
