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Service a benefits plan from the client’s account
Plan details, renewal dates and servicing history all sit on the client’s account rather than outside the system.
For Benefits Brokers
Grow the benefits book on the system you already run
One system to run P&C and Benefits. From plan data capture to quote to enroll, your team can manage your benefits book from a single system instead of disconnected ones.
Take on more groups without more tools to manage
A benefits book can only grow as fast as your team can manage its plan details, and in many brokerages those details sit outside the BMS, in policy shells, plan designs built in Word, and insurer portals. Plan setup, renewal dates, member changes and commission statements all take time from the same people. Applied Epic® brings member and billing detail into the client’s account through direct bill import. Servicing and billing run from that same record, next to the client’s P&C policies, and commission variance reports show where a payment differs from what the plan should pay. New hires learn one workspace, and the benefits book can grow without another set of tools to license or another spreadsheet to keep in sync.
What the benefits book runs on
Quoting, enrollment, servicing, and commissions each live in their own tool today. Health insurance broker software should hold the whole lifecycle.
See what the benefits book earns
Revenue, renewals and plan counts across the benefits book read live, next to the P&C numbers.
Reach every group before its renewal date
Plan year, renewal date and outstanding items sort the book, so each group hears from you on time.
Match each benefits commission to the plan behind it
Statement lines match to the plan and the policy behind them, so finance sees what each payment covers.
What customers are saying
Frequently asked about benefits
Whether it understands a plan, not just a policy. Benefits work runs on plan design, rates, eligibility, renewal dates and member changes, and software built only for property and casualty tends to approximate all of it.
The second question is whether the same client can hold benefits and P&C, so one conversation covers the whole relationship.
Yes, and it changes the economics of a benefits practice when it does. Plan data, servicing history and commissions sit alongside the property and casualty account, so there’s one client record rather than two books.
It also removes the reconciliation between systems, which is where most of the administrative cost of running both actually sits.
Hold the whole lifecycle. It has to carry plan setup, plan intake, member data, servicing and commission reconciliation, because a gap in any one of them becomes a spreadsheet.
Most Canadian brokers still build plan designs in Word or work them on the insurer’s portal, so it also has to accept what comes back rather than requiring a rekey.
Benefits commissions are usually paid per member or as a percentage of premium and arrive monthly, adjusting as enrollment changes. P&C commissions attach to a policy term and change far less often.
That difference is why benefits statements are harder to reconcile: the amount owed moves with headcount, so each line has to match back to the plan behind it.
Go deeper on benefits
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Product Video
Applied Marketing Automation
Watch the video to discover how Applied Marketing Automation enables you to quickly build and track marketing email campaigns that deliver relevant, timely content to P&C and Benefits clients and prospects.
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Thought Leadership Video
The 5 Benefits of Being a Digital Brokerage: Growth
According to Reagan Consulting, each 1% increase in organic growth increases a brokerage’s value 5%. Would you like to experience similar growth at your brokerage? Watch this video to learn why digital brokerages drive faster growth.
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Grow the benefits book
See what a benefits book looks like when plan data, servicing, and commissions run in one place.