Six Things Every Benefits Brokerage Should Be Doing Right Now

May 28, 2015 by and

This post is part of a series sponsored by Vertafore.

No business wants to leave money on the table. As a leader of your organization, you want to close every deal you can and build productive partnerships with your customers that can last for decades. In a complex world of regulatory changes and changing commissions structures, top benefits brokerages rely on agency management systems to grow their business.

Whether you’re starting on day one or have been in the industry for years, your software should have six common features:

At Vertafore®, we have spent years developing these six features and driving innovations into our software. BenefitPoint® is the market leader, providing the industry first cloud-based benefits specific solution. Today, 72% of the largest benefits brokerages rely on BenefitPoint. In an average, they are identifying 2-6% in missing revenue.

To learn more about what BenefitPoint from Vertafore can do for your business, visit