What we like:

• Effortless Data Management: Applied Benefits Designer offers insurance agents a comprehensive solution for benefits management that simplifies the cumbersome task of comparing and proposing employee benefit plans. It eliminates the need for manual data entry, sparing agents from the intricacies of Excel formulas and reducing the potential for human error.
• Plan Library Integration: Applied Benefits Designer’s Plan Library feature allows seamless plan imports and integration with the EPIC database, saving agents valuable time and minimizing data entry efforts. This integration ensures a smooth and efficient workflow.
• Proposal and Plan Comparison: The standout feature of Applied Benefits Designer is its Proposal and Plan Comparison tool. It transforms hours of work into mere minutes by providing professional proposal designs and clear plan comparisons. This not only empowers clients in decision-making but also simplifies the entire process. The ability to import external .pdfs enables agents to consolidate paperwork into a cohesive document for a comprehensive proposal.
• Versatile Application: Applied Benefits Designer is not limited to medical plans alone; it extends its functionality to ancillary products such as vision, dental, long-term disability, group life, and short-term disability. This versatility ensures that the software is responsive to an agent’s real-time needs, making it an invaluable tool in the insurance industry.

Things to consider:

• While Applied Benefits Designer offers various benefits, it may require a learning curve for agents unfamiliar with similar software. Adequate training and support are recommended for optimal utilization.