How Benefix can ease the Q4 workload for brokers

The dreaded Q4 open enrollment period: it’s the time of the year in which many insurance brokers work beyond the 40 hour work week to ensure their clients get what they need.

This was the case at URL Insurance Group, an agency serving 750 small group clients each year, in Central Pennsylvania.

“During fourth quarter, it is crazy, super insane; we barely have time to think.” said Elyse Frye, the Group Health Manager at URL.

With brokers in need of quick, simple, and accurate quotes in an industry where time is money, URL and many agencies like them were looking for a solution.

That’s where we come in.

Benefix is a digital platform that manages small group benefits, allowing carriers to streamline distribution and agents can run quotes or enroll groups in minutes. This was a process that used to involve several reams of paper and a few days to get accurate, let alone settled. Our founder, Matt Ranauro gave life to this simple solution software after experiencing the complicated process of enrollment himself.

Today, URL brokers run their clients through all their desired carriers at one time using the Benefix platform. They can select plans and have a rate summary in their hands in minutes. It has ultimately saved them time and even given many of their well-deserved weekends back.

And if they have a problem? Benefix is there for them every step of the way.

“The customer service is second to none,” Deb Wilkinson, Vice President of Health Plan Options at URL said. “Time definitely is money and when it is a partnership between an agency such as URL and Benefix, we need that support and we have it.”