BenefitPoint

Why BenefitPoint?

A specialized management system

BenefitPoint® was created specifically to support agencies and brokers with a large benefits business.

Above and beyond

Advanced CRM tools help identify new opportunities and up your customer service game.

Offer more

Offer more competitive packages and become a trusted advisor.

Revenue tracking

Matches estimated revenue with actual receivables to help you recover anything missing.

Efficient + accurate

Flexible, built-in workflows keep things moving while reducing the risk for E&O.

Business intelligence

State-of-the-art reporting helps you analyze, monitor, and strategize.

Buyer's guide

Choosing the right solution for your benefits business

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.

The Buyer's Guide to Benefits Management Systems

"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