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BenefitPoint combines a simple user-interface with cutting-edge, scalable technology to deliver one application for the entire agency - regardless of size.
BenefitPoint provides brokers, consultants, and carriers with web-based account and plan management, improved business intelligence, and easier revenue tracking and management (RTM). Click an image below for a larger view. |
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CRM and Procurement: Account and Plan Information
Streamline the benefits marketing and renewal processes with the BenefitPoint standardized request format.
- Provide more effective customer service to your accounts by using the Activity Log.
- As you market new business or renew plans, view unique product and service offerings specific to your region and market size.
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Business Intelligence: Beyond Data and Reporting
- Capture data on BenefitPoint to make the most of Business Intelligence reporting tools for operations management and strategic decision-making.
- Access historical reports of RFP and renewal activity including negotiation and purchase details, using Archive and Audit Log features.
- Measure staff productivity, track revenue by product line and business unit and compete more effectively with Business Intelligence reports.
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RTM: Track Your Revenue, Commissions and Statements
- Compare estimated vs. actual revenue, making more of your BenefitPoint account information.
- Reconcile policy revenue and payments with BenefitPoint data, all on a common platform.
- Reduce dependency on paper files by tracking accounting and commission payments, splits and monthly statements online.
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BenefitPoint Connect - The Integration Platform for BenefitPoint Users
BenefitPoint Connect provides a faster, real-time, lower cost method of integrating than traditional client/server alternatives to integrate their own internal systems, such as other agency management and/or general ledger and accounting systems. Through the use of Web Services, BenefitPoint Connect allows the electronic transfer of information from BenefitPoint, preventing redundant entry of information into multiple systems. BenefitPoint Connect includes services to retrieve client account and plan benefits information.
The BenefitPoint Connect Development Resources Web site provides a full range of resources including documentation, sample code and client libraries. To view this information you must obtain a login from BenefitPoint. For more information or pricing questions please contact your BenefitPoint Client Manager or BenefitPoint Customer Support at 888.81POINT. |
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BenefitPoint HR - The Integrated HR Communication Solution for BenefitPoint Users
BenefitPoint HR provides employers and employees with web-based, 24X7 personalized plan information and value-added work/life event content. Seamlessly integrated with account and plan data within BenefitPoint, this flexible, personalized client portal helps brokers and consultants leverage their current data to create a dynamic self service benefits portal for their clients, while at the same time, significantly reducing the time and overhead normally spent on maintaining benefits sites.
Service for current BenefitPoint HR customers is provided by Enwisen.
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