Complete Broker Solution!

In an era of increasingly-complicated insurance offerings and highly-competitive benefits solutions, successful Health Underwriters (“Brokers”) must become extremely efficient at managing client accounts and providing superior customer service. Brokers need effective software solutions that help them prospect for new business, manage their entire book of business, and provide value-added services to their clients. They need easy-to-use tools that electronically manage benefits enrollment, administration, and renewal.

Features:

• Interactive, Real Time Customer Relationship Management (CRM)
• Task Management and Calendaring with MS Outlook™ Integration
• Robust Reporting Capabilities exportable to a variety of formats
• Electronic Enrollment Forms for greater accuracy and efficiency
• Legislative Updates and Benefit News Headlines
• Customized Client Access to Forms, Benefits Summaries & Rates
• Broker Centric approach to Client Self Service and HR tools
• Carrier Plan Information and Sales Tools

Simplicity

Manage your business more efficiently, saving expensive staff resources and time. Simple to use, easy to implement and fully HIPAA compliant, Group Benefits Manager will enhance your business without the large costs usually associated with software this powerful.