While insurance Brokers are concerned with getting their consumers the best possible insurance policy, they shouldn’t need to worry about their enrollment platform. BeneQuick is focused around self-service, making the life of an insurance broker easier than ever.
BeneQuick offers best-in-class features made just for Brokers to make configuration and management of enrollment, billing, and funding as seamless as possible. We designed this platform with Brokers in mind, giving them the tools they need to do their best work. Robust features, technology, and service make for a great enrollment process and experience overall.Get Started
Easily walk enrollees through the enrollment process.
Population and other custom reporting make it easy to track and manage.
Easy-to-use “fee assignment” ensures all interested parties are compensated.
Billing and funding are simple to configure and manage.
Brokers love the ease of use, simple configuration, and the comprehensive tracking BeneQuick provides. With the ability to duplicate last year’s enrollment as well as drag-and-drop an excel spreadsheet into the portal, the data-entry needs of the Broker are last year’s problem. Additionally, the customizable reporting allows the Broker to schedule the reports they need when they need them, all while offering more visibility and easy tracking options. The intuitive interface allows Brokers to focus on their clientele and not the platform, with the ability to follow consumer stats and bill with ease.
Brokers who are independent contractors can personalize the BeneQuick portal to be easily identifiable to their clients, as their portal will match their established brand. Simply upload a brand logo and select a primary and secondary color for a unique, personalized color scheme.Start Your Free Demo
Whether your needs are basic or complex, our staff will work with you to understand your needs. We believe in focusing on your goals, what you want to accomplish, and from that, identifying the best way to get there.
Together we will create a solution that fits your business’s specific needs. This ensures all aspects of the project are included in the scope of work, which is key to a successful implementation.
We believe that the developers who designed and implemented your workflow are in the best position to maintain that workflow. That is why we continue to provide direct access to our staff to provide ongoing service and support to your account. We take great pride in providing outstanding customer service to meet your current and future needs.
There’s no need to consolidate all of your consumer data into one platform. BeneQuick is able to integrate enrollment data from other portals and map it back to the Payer’s adjudication system, or other platforms. The BeneQuick platform can also give Brokers the ability to convert files, manage their fees and commissions, and import or export consumer data in or out the system with ease.
The easy-to-use “fee assignment” within the system ensures all interested parties are compensated. The fee assignment can quickly and easily break down fees based on the percentage of premiums as they are sold. No need to track down the insurance buyers to receive compensation. All billing can be done in one simple platform.Get Started
Excel, CSV, 834 data
Depending on the level of customizations needed and project timelines, getting set up could take longer, however our standard implementation is approx 2-3 weeks.
You can choose to move your data into BeneQuick from your old service provider and back load previous years enrollment and memberships into the portal.
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