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As a broker selling both P&C and Employee Benefits, you know how much more challenging it is to differentiate your agency in the Benefits space. When all insurers offer you and your competitors the same prices and same plans, how do you stand out from the crowd?

Show your value as a trusted risk advisor by delivering prompt and effective service and advice at each stage of the Benefits lifecycle. Become a digital Benefits agency to gain one view of the customer, Benefits plan design, marketing automation, and pipeline and renewal management.


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Why Being a Digital Benefits Agency Matters to Your Business

  • A diagram with a woman in the center and arrows circulating around her pointing to a blue cloud, a blue building, a blue laptop, and a  blue smart phone

    Build an agile technology strategy

    Build the tech stack that works best for your business. With cloud-based open architecture, you can integrate the additional technologies you need, such as Benefits Administration or HRIS systems.

  • An icon with a blue hand under an outline of a woman with three vertical lines above her head

    Improve customer retention and acquisition

    Today’s insurance customers want to interact with your business on their terms, whether online, in-person or on the phone. Provide them with a frictionless experience no matter which channel they choose.

  • A gear symbol and a circular money icon above a downward pointing blue arrow

    Save time and money

    Simplify your business processes with automation – from back-office accounting to front-office sales – to reduce your operating costs. Make better-informed business decisions with valuable insights across both your P&C and Benefits books of business.

  • A blue clock icon slightly overlapping a gear icon

    Increase employee productivity and satisfaction

    Fewer clicks equals more productivity. Make it easier for your employees to access account and policy details, complete a quote, build a proposal, and more with easy-to-use tools that seamlessly integrate.


What the Numbers Say

  • 83%

    of policyholders are looking for fast but accurate answers when working with their Benefits broker

    Source: Markets Insider

  • 80%

    of policyholders want their broker not just to be a salesperson but a true risk advisor to help them navigate the complexities of Benefits insurance along with rising costs

    Source: Markets Insider

  • 1.5 hours

    is the amount of time saved when using a Benefits plan modeling application on plan comparisons

    Source: Applied Systems


Becoming a Digital Benefits Agency

Hear about our connected experience for Benefits brokers and how it’s the only solution that can handle your entire book of business while integrating with your core management system.

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Ready to Learn More?

When you’re ready to learn more about leveraging advanced insurance software and solutions to build a better insurance business, we’re here to help.