The benefits insurance solution to manage your unique needs. 

The only AMS built for benefits.

  • Offer more and stay ahead
  • Easily recover lost revenue
  • Build stronger relationships
  • Stay flexible, yet efficient
  • Reduce errors and risk
  • Make data-driven decisions 
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Why BenefitPoint?

A specialized management system  

BenefitPoint® was created specifically to support agencies and brokers with a large benefits business.  

Above and beyond 

Advanced CRM tools help identify new opportunities and up your customer service game.  

Offer more 

Offer more competitive packages and become a trusted advisor.  

Revenue tracking 

Matches estimated revenue with actual receivables to help you recover anything missing. 

Efficient + accurate  

Flexible, built-in workflows keep things moving while reducing the risk for E&O. 

Business intelligence 

State-of-the-art reporting helps you analyze, monitor, and strategize.

"With BenefitPoint, we are achieving results that are consistent with the initial goals and objectives we outlined: create process efficiencies, save time and money, and retain business."

Kelly Hall, Vice President

Keenan & Associates

Buyer's guide

To stay profitable, efficient, and relevant to their customers, today’s benefits brokers must make smart use of technology to efficiently manage their business. But what's the right approach? Should you invest in an in-house solution, use a traditional P&C insurance management system, or adopt a comprehensive management solution designed specifically for benefits brokerages? 

Download the Buyer's Guide to Benefits Management Systems for tips on choosing a solution that meets the needs of your benefits business. 

BenefitPoint Success Story

"By running the expected revenue report, we’ve recovered $615,000 since last April.”

- Angela Minutaglio, Senior Project Manager
MMA Northeast

Using BenefitPoint to manage their 2,300+ group clients gives Marsh & McLennan Agency (MMA) Northeast a leg up in the highly competitive benefits space.


Boost your benefits business

Capture lost revenue

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Be a trusted advisor to clients and prospects

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Make data-driven decisions

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Gain a competitive edge

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User experience

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Your success is our success

The InsurTech 100 award - logo

2020 InsurTech100 List

TSR Top 100 Award - logo

Top 100 Software Companies of 2021

Big Innovation Award - logo

2021 Winning Organization

More ways to learn about BenefitPoint

BenefitPoint Data Sheet
Bowen, Miclette & Britt

Success Story: Discover how Bowen, Miclette & Britt uses technology to provide superior, efficient customer service.

Benefits Benchmarking Buyer’s Guide

Becoming more successful at benchmarking