Benefix is the fix for Q4 pain points
The two most powerful warriors are patience and time. Leo Tolstoy
Tolstoy, clearly, never had to work as an insurance broker during the fourth quarter. If he did he’d know this: the ideal is that a new client will begin working with a broker 90 to 120 days before they need the health insurance plan hammered out. That happens pretty much never.
Plus, the truth is, no matter the lead time the fourth quarter is always crunch time.
Big time.
New clients need help (especially those that didn’t meet with you six months ago). Existing clients looking to change plans (in an ever changing market) need quotes and details ’cause decisions must be made before the clock strikes 12 on December 31.
During Q4, any thought of a 40 hour work week goes out the window. Brokers start spending weekends at the office, staring at quotes, pumping out proposals, and scanning spreadsheets.
Take Benefix client, Elyse Frye for example. She’s a Group Health Manager at URL Insurance Group, and when asked about her Q4 last year, she said, “We spent so much time on quoting, so many hours last year….weekends…after work.”
“I basically lived here on Sundays,” she added.
This year, Elise isn’t clocking in weekend hours. Why? URL now uses Benefix.
As an insurTech start-up, we’re working to change how health insurance brokers manage small group benefits with our simple, speedy, and secure technology.
Benefix offers health insurance brokers a digital platform that delivers 100% accurate quotes 100 times faster. We manage data from thousands of plans offered by major carriers in Pennsylvania and New Jersey, and offer quotes in minutes from a simple-to-use online interface reminiscent of Zillow.
URL Insurance Group has been using Benefix for the past 6 months, and their brokers’ Q-4 blues are a thing of the past.
In fact, Benefix has given Elyse her weekends back. “Having Benefix, we have one stop, one place… for all the quotes and we have so much time for all our other daily tasks.” She said, adding, delighted, “I plan to not come in on Sunday’s with the time that I save on Benefix… I hope to not come in on weekends during Q-4.”
Using a digital platform for health insurance quotes in order to get your weekends back? Yes, it’s true, such a thing exists. With Benefix, you can claim back your weekends.
