Insurance is stupid, you're not.

Smarter advice for your small business

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A single, seamlessly integrated platform for managing your entire small group book of business. No paper, no duplicated data entry, just more time with your clients.

AUTOMATE YOUR WORKFLOW
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Accuracy guarantee

100% accurate, 100% of the time - guaranteed. We insist on working directly with our carrier partners to ensure that plan benefits, eligibility rules, and rates are exactly right. And if mistakes happen, we own them.

VERIFIED BY AI, BACKED BY DATA SCIENTISTS
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Custom marketing

Wow your clients and prospects with branded marketing materials that can be generated in seconds. Eliminate mistakes and provide your clients with a clear pricing and benefits comparison.

STAND OUT FROM YOUR COMPETITION

How does Benefix do it?

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Easy to use tools help you select the right options for your clients. Quote medical and ancillary plans all from one system.

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Advice

Simplify the enrollment experience. All group paperwork and employee applications are delivered electronically, with the ability to accept electronic signatures.

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Save online

Empower your groups to manage their ongoing eligibility changes with a simple, modern mobile app.

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Why we built Benefix for Brokers

To improve how brokers and their clients work together
by making benefits simple and convenient.

Comprehensive benefits platform
Comprehensive  experience
Collaborative platform
Collaborative platform
Transparency
Transparency
Customer experience
Customer experience
Happy clients
Happy clients
More time
More time
Our story

Meet our customers

Designed for and vetted by the industry’s leading experts

Emerson Reid - George Rosiak

George Rosiak

Emerson Reid, President

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AIA Alera Group - Julie Cave

Julie Cave

AIA - Alera Group, SVP

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Savoy Associates - Jim Lardiere

Jim Lardiere

Savoy Associates, SVP

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M3 - Rebecca Menefee

Rebecca Menefee

M3, Director of Sales Broker Solutions

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"We really needed to streamline our process. Benefix has everything we need."

Susie Gordon, VP Employee Benefits, Tompkins Insurance Group


Meet our team

Ready to upgrade your analog workflow?

Finally, a digital solution that helps brokers manage, serve and grow their book of business.
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