Benefix will find the best benefits for your small business. Start now.

Benefix upgrades the analog workflow inside your agency

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Accuracy guarantee
Accuracy guarantee
Custom marketing
Custom marketing
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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

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

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 it works

It’s finally here: a shiny, easy-to-use, 100% digital workspace for the modern broker. Seamlessly manage your entire small group book of business across the entire lifecycle like a pro: from lead to quote to installation to renewal.

1. Quote

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

Quote

2. Enroll

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

Enroll

3. BenAdmin

Empower your groups to manage their ongoing eligibility changes across all carriers 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

View bio
AIA Alera Group - Julie Cave

Julie Cave

AIA - Alera Group, SVP

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Savoy Associates - Jim Lardiere

Scott Radcliffe

EHD, Chief Business Development Officer

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M3 - Rebecca Menefee

Joanna Wolf

HUB International, VP

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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.
Quote for FREE