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 Benefit is for Brokers
Plan Management
One of the many powerful features is the fully customizable plan builder. Once a plan is built, it can be used to generate a Request For Proposal (RFP), to conduct side-by-side plan comparisons, and for plan self-administration. The plan building process is easy, thanks to the many built-in plan templates that can be copied and saved. Master plan templates are provided for these plan types: AD&D, Business Travel Accident, Critical Illness, Employee Assistance (EAP), Legal, Life, Life/AD&D, Long Term Care, Long Term Disability, Medical, Prescription Drug, Short Term Disability, Vision, and Voluntary: AD&D, Cancer, Dental, Hospital Intensive Care, Life, Life/AD&D, LTD, Personal Accident, STD, and Vision.
Plan Enrollment
You can give each of your client companies an image-branded portal to your site. Employees can use their portal view to conduct enrollment online, as well as manage their coverage options and personal information. Employees can also fill out and save their health information. The online health statement populates the enrollment forms of selected carriers, saving time and frustration. When enrolling, employees get to choose exactly the coverage they want, and all the enrollment forms are populated for them. Plus, automatic eligibility management means each employee only see the plans and coverage options that are available to them.
Commission Accounting
Plan premiums are automatically mapped to plan commissions due and received. Reporting is available by employer client, salesperson, and carrier.
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The Complete Business Application
Enterprise Management
In order to help you run your own business, there is an integrated calendar and activity tracking module that ties into all your client records. Also at your disposal is the expense management module, which features breakdowns by broker, location, and category, reporting capabilities, and the ability to link expenses to your existing client folders.  Benefit also provides a system for managing your brokers' licenses, continuing education requirements, and carrier appointments. You can even attach a scanned copy of each license.
Customer Relationship Management
A powerful CRM engine enabled you to effortlessly search thousands of client folders, access and edit information, and run reports. Excel importers make it easy to load entire company censuses, as well as company contacts. You can even manage the coverage elections of all employees in the system from one simple screen. And you own all of the data.
Plan Marketing
There are several useful marketing tools integrated into the application. You can automatically create plan comparisons for client proposals, complete with automatic rate generation. You can use the carrier matrix to store and access documents, forms, and information about plan coverage requirements by carrier. You can also automatically generate a request for proposal (RFP) that can be printed, faxed, or responded to online by the carrier.
View a sample Plan Comparison
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