Quote, Underwrite, Enroll for Small Businesses
Benefitter saves you time and helps you sell more business with our easy-to-use intuitive technology. Its all-in-one quote capabilities deliver a dynamic broker sales experience that enables you to:
- Significantly increase your client revenue
- Close business faster
- Streamline administrative functions
Don’t spend hours, days, or weeks building a multi-carrier, multi-line proposal. Build one in 5 minutes with Benefitter.
- Access reliable and timely direct-sourced carrier data.
- Retrieve preloaded medical (including level funded), dental, vision and life plans.
- Filter plans by carrier, network, deductible, and more.
- View level-funded plans side by side with fully insured.
- Includes electronic broker of record for new clients.
- Easily create client-ready PDFs and spreadsheets.
When censuses or contribution strategies change, simplify the process with real-time technology.
- Quickly access SBCs, marketing, and administrative documents.
- Meet clients’ budgetary needs with real-time contribution modeling.
- Effortlessly adjust census, contributions, and plans on the fly.
A virtual solution with a completely paperless platform.
- Seamlessly conduct business digitally.
- Optimize sales presentations for virtual environments.
- Easily share proposals with your team and business partners.
Streamline the entire underwriting experience, including level-funded products.
- Start the underwriting process with a single click.
- Retrieve pre-loaded, built-in illustrative (not underwritten) rates.
- Adjust commission on the fly to ensure appropriate compensation for effort.
- View underwritten rates instantly on your proposal once underwritten.
- See preliminary and final underwritten rates with no paperwork.
- Deliver underwritten rates directly into an existing client-ready proposal.
Automate the Individual Medical Questionnaire process and eliminate the struggle to collect information.
- Kick off an electronic medical questionnaire via employee email addresses.
- Simplify data collection with mobile-optimized questionnaires.
- Accept both paper and electronic versions.
Collect the right underwriting information the first time.
- Avoid unnecessary back and forth for missing information.
- Carry over census and employer information used on your proposal.
- Get asked only the additional information needed for underwriting.
- Collect member-level census information up front, or just in time.
- Use the enhanced messaging center to communicate with underwriters.
A paperless, mobile-optimized employee election process with no setup.
- Ability for employees to complete and sign elections on their smart devices.
- Create employee elections census enrollment spreadsheets.
- Provide reminders for employees to complete elections via a drip marketing campaign.
- Get notified when enrollment is complete for next steps.
A completely electronic employer enrollment process.
- Enjoy no-paperwork enrollment with integrated carriers.
- Simplify employer applications with 75% fewer fields than some paper applications.
- Benefit from error checking, plan compatibility, and business rule checking.
- Streamline the electronic signature process for brokers, employers, and employees.
- Deliver group and member IDs faster than most carrier’s systems.
Powerful, Easy-to-Use Interface
With an intuitive and agent-friendly interface, you have more control in cross-selling medical and ancillary products to your small business clients across multiple devices.
Optimized for Tablets, PCs, and Macs