Catalyit Guide

Benefits Quoting & Management

Benefits Quoting and Management technology streamlines quoting, enrollment, and tracking, enhancing efficiency, compliance, and client service for insurance agencies.
Section I: Benefits Management in 2025
  
Section I

Benefits Management in 2025

What is a Benefits Quoting & Management System?

Benefits Quoting and Management technology simplifies the complexities of offering and managing employee benefits for insurance agencies. These tools streamline quoting processes, automate enrollment workflows, and provide centralized platforms for tracking and managing benefits plans. With features like carrier integration, compliance monitoring, and robust reporting, agencies can deliver accurate, efficient, and personalized benefits solutions to clients. By leveraging these systems, agencies enhance client service, reduce administrative burdens, and stay competitive in the evolving benefits landscape.

This guide can help...

  • Workflows, Processes, & Automation
  • Quoting
“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."
Mark Parrish_circle
Mark Parrish

Catalyit Consultant

      
Section II

How do I get started?

Are you looking for a benefits quoting and management system that meets your agency’s unique needs? With so many options available, it can be overwhelming to make a decision. Here's what we think you should consider.

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?

Support Tools

Explore support tools your insurance companies have available.

Internal Resources

Do you have the internal resources to implement a benefits management system?

MGA Affiliation

Be aware that some quoting systems are affiliated with an MGA and business is written through them.

      
Section III

What solutions are available?

Take a closer look at all your available options by visiting their profiles.

PerfectQuote
PerfectQuote

PerfectQuote
by PerfectQuote

PerfectQuote’s smart technology helps you quote and sell health insurance e...

Benefits Quoting & Management

BenefitPoint
BenefitPoint

BenefitPoint
by Vertafore

The benefits insurance solution to manage your unique needs. BenefitPoint w...

Benefits Quoting & Management

Ethos
Ethos

Ethos
by Ethos

At Ethos, we take pride in providing a faster, better, and easier life insu...

Benefits Quoting & Management

BenefitMall
BenefitMall

BenefitMall
by BenefitMall

BenefitMall gives you less of what holds you back and more of what makes yo...

Benefits Quoting & Management

SwellChat, SwellSpace
SwellChat, SwellSpace

SwellChat, SwellSpace
by 3Together

3Together offers software for Benefits professionals by Benefits profession...

Benefits Enhancement Specialty Solutions

Plansight
Plansight

Plansight
by Plansight

Make every part of the renewal and marketing process faster, more efficient...

Benefits Quoting & Management

BackNine Insurance
BackNine Insurance

BackNine Insurance
by BackNine Insurance

BackNine’s products are the perfect marriage of technology and all things l...

Benefits Quoting & Management

defend-id
defend-id

defend-id
by defend-id

Business Owners: Stop worrying about identity theft and breach compliance. ...

Benefits Enhancement

DropTicketLIfe.com
DropTicketLIfe.com

DropTicketLIfe.com
by DropTicketLIfe.com

DropTicketLife.com is a full-service suite of life insurance technologies f...

Benefits Quoting & Management

AgencySmart
AgencySmart

AgencySmart
by AgencySmart

AgencySmart is the only complete agency management solution combining the f...

Benefits Quoting & Management

Bayshore Benefits
Bayshore Benefits

Bayshore Benefits
by Bayshore Benefits

Bayshore Benefits simplifies the complex world of group benefits under the ...

Benefits Quoting & Management

Applied Benefits Designer
Applied Benefits Designer

Applied Benefits Designer
by Applied Systems

Applied Benefits Designer™ allows you to model and compare various benef...

Benefits Quoting & Management

MyHealthily
MyHealthily

MyHealthily
by MyHealthily

For agents who serve small businesses, MyHealthily provides differentiation...

Benefits Quoting & Management

Ease
Ease

Ease
by Ease

Ease was purposely built by brokers for brokers. Modernize your agency and ...

Benefits Quoting & Management

BenefitsGuide
BenefitsGuide

BenefitsGuide
by Hillcrest Business Systems

BenefitsGuide, employee benefits focused insurance solutions built on th...

Benefits Quoting & Management

Agent Autodialer
Agent Autodialer

Agent Autodialer
by JasperVOCAL Inc.

Agent Autodialer enables insurance agents to receive live transfers just...

Generative AI Lead Generation Benefits Enhancement

      
Section IV

What are independent insurance agents using, and how do they rate?

Catalyit partnered with Big “I” state associations to survey independent insurance agencies across the US and gather information about their tech stack and satisfaction.

8%

Agencies using a benefits quoting & management platform

Catalyit Goes Deeper

Commission revenue from employee benefits is becoming an increasingly significant portion of some agencies' total revenue. Popular benefits quoting and management platforms like Applied Benefits Designer and BenefitPoint (Vertafore) assist agents in selecting and managing employee benefits. These platforms offer various options, including health, dental, vision, and retirement plans. They help agents streamline enrollment, manage employee data and eligibility, and provide ongoing support and education. Using these platforms, agents can offer comprehensive benefits packages tailored to clients' needs while reducing administrative workload.

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
       
Section V

Additional Resources

Keep yourself informed with the latest insights and product demos.

TechTips Articles

Ten Vital Components That Your Employee Benefits Broker Should Do
TechTips

Ten Vital Components That Your Employee Benefits Broker Should Do

February 1, 2024 2 min read
       
Section VI

Have questions?

The Catalyit Team is here to help! Get in touch with us.

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Contact Us
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Contributors:

Steve Anderson

Steve Anderson

Casey Nelson

Casey Nelson

Mark Parrish

Mark Parrish

Guide Last Updated: January 2025