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.

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 the right solution for your benefits business. 

"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

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

Vertafore's 2023 Titan Business Award Gold Winner

2023 Titan Business Award

Vertafore's 2023 Bronze Stevie Winner American Business Award

2023 Stevie Winner Award

Golden Bridge Award - Silver Winner 2023

2023 GBA Silver award

More ways to learn about BenefitPoint

BenefitPoint Data Sheet
Benefits Benchmarking Buyer’s Guide

Becoming more successful at benchmarking