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  • 1.800.444.4813

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    Corporate Headquarters

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

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

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.


Whether you are a small to mid-market agency or need enterprise-grade support, BenefitPoint contains the features you need to run your business.

  • Streamlined management of clients, policies, rates and plans.
  • Fully-integrated system with enterprise-grade support for multi-office brokerages.
  • Benchmarking tools to deliver more valuable business intelligence.
  • Easily and efficiently track revenue and commissions.
  • RFP tools to gather more options and negotiate with carriers to create the best rates and plans.
  • Unlimited online access to a comprehensive compliance library with HR and benefits information.
  • Personalized web portals so employers and employees can access their plan data, 24/7.

“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