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BenefitPoint

by Vertafore

Benefits management system for insurance agencies and brokers covering renewals, workflows, plan benchmarking and revenue tracking.

Starting priceContact for pricing
DeploymentCloud-based SaaS
Free trialNo
Company sizeInsurance agencies and brokerages

About

Benefits management system for insurance agencies and brokers covering renewals, workflows, plan benchmarking and revenue tracking.

BenefitPoint is a connected benefits management system from Vertafore for insurance agencies and brokers. It brings benefits data, workflows, renewals and revenue tracking into one system so teams can standardize and automate their benefits business.

Its Velocity AI Benefit Plan Agent maps statement benefit data and turns plan documents into structured data. The product also supports revenue tracking, including missing revenue and short-pay issues, plan benchmarking, and integrations with AgencyOne, AMS360, Sagitta and RiskMatch.

Key features

Renewal management and tracking; Automated benefits workflows; Velocity AI Benefit Plan Agent; Revenue and commission tracking; Plan benchmarking; Centralized task tracking and collaboration; AMS integrations

Product details

Vendor

Vertafore

Category

Benefits Administration

Starting price

Contact for pricing

Free trial

No

Deployment

Cloud-based SaaS

Company size

Insurance agencies and brokerages

Pricing

Contact for pricingNo free trial
Visit website for full pricing details

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