What is a Digital Insurer?
Successful agencies are becoming Digital Insurers to build a strong future.
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Ready to take the next step? Contact Vertafore

Corporate Headquarters

Vertafore, Inc.
11724 NE 195th
Bothell, WA 98011

Media Contact:
Bailey Fox
(Barokas PR for Vertafore)
(206) 264-8220
Vertafore@Barokas.com

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    Ready to take the next step? Contact Vertafore

    Corporate Headquarters

    Vertafore, Inc.
    11724 NE 195th
    Bothell, WA 98011

    Media Contact:
    Bailey Fox
    (Barokas PR for Vertafore)
    (206) 264-8220
    Vertafore@Barokas.com

BenefitPoint®
The powerful solution to manage and grow your employee benefits business.

Managing benefits in a system designed for the way you do business means you spend less time focusing on administrative tasks and more time doing what you do best—selling benefits and growing your business.

Designed specifically for benefits brokerages, BenefitPoint is a secure, web-based benefits management system that helps you grow your benefits business and deliver compelling, competitive offerings for clients.

Manage, analyze and grow your business with BenefitPoint.

BenefitPoint tracks the details you need to effectively run your benefits business. This secure, web-based benefits management system empowers you to exceed your sales, service and growth goals.

Features

Regardless of your size, BenefitPoint delivers the features you need to run your business.  In addition to managing your clients, policies, rates and plans, BenefitPoint provides:

  • RFP tools to gather more options and negotiate with carriers so you get the best rates and plans
  • Revenue and commission tracking to ensure you are getting paid for what you sell
  • Access to a comprehensive compliance library with HR and benefits information
  • Benchmarking tools that help you attract and retain more clients
  •    

Newly released features make BenefitPoint even easier to use:

  • Attachments Drag N Drop
  • Replace writing carrier and commissions  for a large set of plans
  • Better defend against E&O claims with more robust audit trail


  • Become your clients’ trusted advisor and provide exceptional value with BenefitPoint’s benchmarking and industry information.

  • Automatically compare receivables with estimated revenues so you can identify missing payments rather than relying on carrier accuracy.

  • Centralize information and standardize workflows for increased efficiencies, accuracy and consistency.

  • With client and plan information at your fingertips, answer questions and make changes while your client is on the phone or in your office.

  • BenefitPoint integrates your life and health and property and casualty businesses, providing a comprehensive view of your agency.

  • BenefitPoint is consistently updated to keep your business in compliance in the ever-changing environment of government regulation and healthcare reform.

“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.”

Kelly Hall vice president,  Keenan & Associates, Torrance, Calif

Ready to take the next step?

Contact Vertafore