The world may be different in 2020, but you still have an important job to do.
The last few months have been full of new adjustments, and your need for a smooth, productive, and successful Q4 is as crucial as ever. When the inevitable rush begins, the last thing you’ll have time for is adjusting to a remote world of work. With Benefix, you’ll be fully equipped to tackle this digital Q4 long before it begins. Here are three ways to maximize your time, efficiency, and final three months of 2020 — all while providing your clients with the customer experience they deserve.
1. Eliminate Back & Forth
We know most of your time is spent doing anything but consulting your clients and growing your business. Whether it’s tracking down quotes from multiple systems, revising manual paperwork, or pulling rates from carriers, your time is maxed out.
Remove the constant back and forth with a quoting solution that does the hard work for you. Benefix allows you to quote your most vital carriers, in one place, seamlessly. Select markets also offer digital enrollment direct to the carriers.
2. Create & Send Digital Proposals
Gone are the days of pulling rates from each individual carrier, copy and pasting into Excel spreadsheets, and printing out to hand-deliver to clients. Your workflow needs to be seamless in this current climate, and that means creating digital proposals quickly, even if you aren’t tech-savvy.
Benefix allows you to quickly generate branded PDF proposals that can be easily emailed, or printed perfectly, no additional software necessary. With current and renewal plans being included, your proposals will be easier than ever to understand and generate. Your clients will thank you.
3. Upgrade Your Tech
In a world that’s constantly changing, there’s no time for slow and outdated technology. With Benefix, you can rest assured that you’re using a digital solution that guarantees 100% accuracy (we work directly with carriers), allows you to upload your book of business quickly and easily, and doesn’t take weeks, or even days, to learn how to navigate.
The world is evolving, and with Benefix, you can too. Join over 5,000 brokers and agents who use Benefix today!
