Boost your benefits business
Capture lost revenue
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- With Revenue Tracking & Reconciliation, you can upload carrier statements electronically and your estimated revenue is matched with actual receivables, so you can quickly identify lost revenue.
Be a trusted advisor to clients and prospects
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- Plan Attribute and Premium Comparison enables you to present prospects with a comparison of attributes and costs from multiple plans, so they are better able to understand their options.
- RFP Management helps you cast a wide net by submitting RFPs to a range of carriers and negotiate with those carriers to give customers the best options.
Make data-driven decisions
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- Stewardship Reporting gives you a complete view of your business with executive and financial reporting.
- Create and define executive and financial reports so you always have a complete view of your business.
- Measure and balance employee workloads to keep staff satisfied.
Gain a competitive edge
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- Real-time benchmarking enables your producers to show clients where their benefit plans stand in relation to the industry— or other companies within their industry.
User experience
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- Easy to use with intuitive user interface
- Integrates with AMS360, Sagitta, ClientConnect, ReferenceConnect, RiskMatch for Benefits
- BenefitPoint web services allows users to send and receive data to and from any third-party system
- Easy to use with intuitive user interface
- Integrates with AMS360, Sagitta, ClientConnect, ReferenceConnect, RiskMatch for Benefits
- BenefitPoint web services allows users to send and receive data to and from any third-party system
Make BenefitPoint part of your Vertafore suite of solutions
Your success is our success
2023 Titan Business Award
2023 Stevie Winner Award
2023 GBA Silver award
More ways to learn about BenefitPoint
BenefitPoint Data Sheet
Benefits Benchmarking Buyer’s Guide