BenefitPoint

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BenefitPoint® is the industry’s leading end-to-end employee benefits solution, designed to simplify benefits management for agencies. From renewals to client growth, this platform automates workflows, centralizes data, and empowers teams to work smarter—not harder.

Key Features:

Renewal Automation: Track and streamline renewal processes to save time and reduce errors.
Task Centralization: Manage deadlines, assignments, and team collaboration in one unified platform.
Data Accuracy Tools: Maintain precise client and policy records for confident decision-making.
Real-Time Insights: Access up-to-date analytics to drive revenue growth and client satisfaction.
Seamless Integrations: Connects with AMS360, Sagitta, RiskMatch, and ImageRight for end-to-end efficiency.

Best for:

Benefits Agencies seeking to automate manual processes and reduce administrative burdens.
Brokers & Consultants who need centralized client data and policy tracking.
HR Service Providers managing complex employee benefits portfolios.
Growing Agencies scaling operations with real-time insights and collaboration tools.
Enterprise Teams requiring integrations with Vertafore’s ecosystem (e.g., AMS360, RiskMatch).

Pricing: Contact Vertafore for a custom quote based on agency size and needs.

Disclaimer: Please refer to the website for the most accurate and current pricing details and service offerings.

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