The All-in-One Agency Management Solution for Benefits Brokers
BenSuite is designed specifically for small benefits brokers to streamline the way you manage your clients and prospects. Manage your entire workflow from one place—whether you're updating a client, sending out RFQs, or tracking quotes—giving you more time to focus on selling and growing your business.
Sell More Business. Save More Time.
BenSuite saves you countless hours by eliminating the need to switch between multiple platforms and enter the same data over and over again. BenSuite brings everything you need into one powerful, easy-to-use platform.
Manage Your Pipeline in One Place
Stop switching from tool to tool. With BenSuite, you can oversee every prospect, client, and opportunity in one centralized hub. Track their journey, update their information, and never lose sight of an important detail again.
Send and Receive Quotes Instantly
Create and send RFQs with a few clicks, directly from BenSuite. No more copying and pasting between platforms or manually sending emails. BenSuite makes it seamless to communicate with carriers and reps all from one tool.
Stay Organized and Up to Date
BenSuite’s tracking features ensure you stay on top of every opportunity. Easily see when quotes were sent, who created them, and whether they’ve been read, so you always know where you stand with each client.
Integrate Your Carrier Contacts
BenSuite integrates directly with your carriers, making the process of sending RFQs easy and pain-free. No need to manually track down contacts or switch between email inboxes—BenSuite does it all for you, so you can focus on closing deals, not paperwork.
See BenSuite in Action– Request a Demo Today
Experience how BenSuite can revolutionize your business. Request a demo tailored to benefits brokerage owners and discover how much time and effort you’ll save by managing everything in one place. Take the first step toward simplifying your workflow today.
Plans for Agencies of All Sizes
Learn more about our founding story and the principles that drive our approach.
Monthly
Annual
Free
$0
/month
Up to:
2 Agency Users
20 Client Accounts
20 Policies
20 Policies
CRM to manage Accounts, Opportunities, Quotes and Policies
Send RFQs to Carriers
RFP response tracking
Spreadsheet presenting
Dashboard results
Commission reports
Pro
$199
/month
Up to:
5 Agency Users
200 Client Accounts
Unlimited Quotes
Unlimited Policies
CRM to manage Accounts, Opportunities, Quotes and Policies
RECOMMENDED
Pro Plus
$349
/month
Up to:
10 Agency Users
400 Client Accounts
Unlimited Quotes
Unlimited Policies
CRM to manage Accounts, Opportunities, Quotes and Policies
Enterprise
Custom Pricing
/month
Up to:
Unlimited Agency Users
Unlimited Client Accounts
Unlimited Quotes
Unlimited Policies
CRM to manage Accounts, Opportunities, Quotes and Policies
Your Success is Our Goal.
Don't just take our word for it– hear it from real BenSuite users in their own words.
Ashley S. - Insurance Broker
Being a broker can be overwhelming when trying to keep track of quotes and communications with numerous carriers. BenSuite has been a lifesaver and has helped me write countless group life, dental, vision and disability policies for small businesses!
Howard H. - Insurance Broker
"I've been a broker for over 30 years now and worked with many tech companies in the insurance benefits industry. BenSuite is by far the best platform our agency ever used. Having the ability to request, receive, spreadsheet and sell quotes in a centralized portal is an absolute game changer.
Jodi D. - Carrier Representative
I LOVE working RFP's through BenSuite! As a carrier rep, it is easy to use and centralizes communication and follow up throughout the quoting process. It is so much easier than tracking RFPs through emails!
Luke Z. - Carrier Representative
BenSuite has revolutionized the quote request process. As a carrier rep, the platform makes it easy to manage quotes and keep communication in one place. I no longer have to juggle countless emails - everything I need is right at my fingertips, which makes collaboration with brokers extremely efficient!