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Guide: Benefits Quoting & Management
Many agencies offer employee benefit coverage to their current clients. If you earn a significant portion of your income from employee benefits, you may be interested in exploring solution providers that can simplify the process of quoting and servicing such business.
Catalyit's Advice
Understand your needs – Quoting, Efficient Enrollment, Benefits Management System
What is your benefit volume? Does it justify the cost of adding a new benefits platform?
Explore support tools your insurance companies have available.
Do you have the internal resources to implement a benefits management system?
Be aware that some quoting systems are affiliated with an MGA and business is written through them.
Mark Parrish's Take
“If your agency has a large volume of benefits-related business, it makes sense to consider adding a quoting and enrollment system to your tech stack. Larger books of business will benefit from the efficiency found in a Benefits Management System – an AMS exclusively for benefits. Having software designed for benefits will help save you time and resources so you can focus on growing your business. Just be sure you have the resources, time, and knowledge to implement a new technology platform.“
The Players
Take a closer look at all your available options by visiting their profiles.
Applied Benefits Designer™ allows you to model and compare various benefits plan options in real time so that you can help your clients make the right decisions – all in one meeting.
More Options
Benefits Enhancement
Benefits Website Builder & Live Video App
Employee Identity Theft Protection
2024 State of Tech Report
Catalyit partnered with Big “I” state associations to survey 441 independent insurance agencies across the US and gather information about their tech stack and satisfaction.
| Most Used | % Use | Avg. Rating |
|---|---|---|
| Applied Benefits Designer | 19% | 3.5 |
| BenefitPoint (Vertafore) | 14% | 4.3 |
| Applied Rater | 14% | 3.5 |
| BenefitMall | 8% | 4.3 |
| Plansight | 8% | 5.0 |
| Ease | 6% | 4.5 |
| BrokerageBuilder | 6% | 4.0 |
| Agency Smart | 3% | 5.0 |
| FormFire | 3% | - |
| AE Medicare | 3% | 4.0 |
| PerfectQuote | 3% | 5.0 |
| Other | 14% | 4.0 |
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