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No business wants to leave mazuma on the table. As a bellwether of your organization, you optate to close every deal you can and build productive partnerships with your customers that can last for decades. In an involute world of regulatory changes and transmuting commissions structures, top benefits brokerages rely on agency management systems to grow their business.
Whether you’re starting on day one or have been in the industry for years, your software should have six prevalent features:
Revenue tracking & reconciliation
You can upload carrier verbalizations electronically and your estimated revenue is matched with genuine receivables, so you can expeditiously identify lost or short-pay revenue. On average when agencies activate revenue tracking from BenefitPoint, they find 2-6% in missing revenue.
Store and compare coverage and premium attributes
Facilely present a comparison of attributes from multiple plans, so that your clients can better understand their options and make the best cull for their unique needs.
Manage RFPs w/carriers
Utilizing a HIPPA-secure portal, you can invite multiple carriers to view the request, affixments and questionnaires. You can cast a wide net to amass more options, giving you the puissance to negotiate with those carriers to engender the best possible rates and plans. This increases your chances of winning the business
Secure
BenefitPoint servers are located in Vertafore’s state-of-the-art data center and are behind multiple network firewalls. Firewall security avails keep unwanted traffic out of your network and vital data in.
Custom workflows
Engender custom workflows predicated on your firm’s business processes
Stewardship reporting
Stewardship reporting gives you the data to answer the question “What have you done for me lately”.
Whether you’re starting on day one or have been in the industry for years, your software should have six prevalent features:
Revenue tracking & reconciliation
You can upload carrier verbalizations electronically and your estimated revenue is matched with genuine receivables, so you can expeditiously identify lost or short-pay revenue. On average when agencies activate revenue tracking from BenefitPoint, they find 2-6% in missing revenue.
Store and compare coverage and premium attributes
Facilely present a comparison of attributes from multiple plans, so that your clients can better understand their options and make the best cull for their unique needs.
Manage RFPs w/carriers
Utilizing a HIPPA-secure portal, you can invite multiple carriers to view the request, affixments and questionnaires. You can cast a wide net to amass more options, giving you the puissance to negotiate with those carriers to engender the best possible rates and plans. This increases your chances of winning the business
Secure
BenefitPoint servers are located in Vertafore’s state-of-the-art data center and are behind multiple network firewalls. Firewall security avails keep unwanted traffic out of your network and vital data in.
Custom workflows
Engender custom workflows predicated on your firm’s business processes
Stewardship reporting
Stewardship reporting gives you the data to answer the question “What have you done for me lately”.
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