One platform to manage accounts, quoting, renewals, commissions, and your entire book of business.
Chasing carriers over email, building spreadsheets by hand, and juggling tools that don’t talk to each other. Your clients are waiting and your data is everywhere.
Email a census to 5 carriers. Wait. Chase. Get PDFs back. Manually build a spreadsheet. Email the client. Repeat for every renewal and sale.
A policy renews in 2 weeks and nobody noticed. Your client gets a call from a competitor. You lose the account.
One tool for CRM. Another for enrollment. Spreadsheets for quoting. Email for everything else. Nothing connects.
Quotes, renewals, commissions, carriers, enrollment, and AI —
all in one place, working together.
A guided 5-step workflow to build multi-line quote requests, select carriers, and send — all digitally.
AI extracts carrier quotes into side-by-side comparisons. Share directly through BenSuite, via branded links, or export to PDF.
Benny understands your entire book of business. Available on every page, for every user — brokers, employers, and employees. Ask questions, create tasks, and get answers in natural language.
Stop paying for tools that don’t know each other exist.
Group, individual, voluntary — BenSuite handles them all.
Employer-sponsored coverage
Personal & Medicare coverage
Every stage of the benefits workflow. No handoffs, no exports, no switching tools.
No hidden fees. No complicated tiers.
Start free and scale as your agency grows.
Cancel anytime · No credit card required · 30-day free trial
Everything you need to know about BenSuite.
BenSuite replaces the 5-7 disconnected software subscriptions most agencies pay for today — separate tools for quoting, enrollment, benefits admin, plan comparison, carrier placement, and commission tracking. It's one platform for your entire benefits workflow.
Yes. BenSuite is built with HIPAA compliance, SOC 2 readiness, and strict tenant isolation. All data is encrypted at rest and in transit, and every query is scoped to your agency — no data leaks across tenants.
Yes, completely free. Carriers can receive submissions, respond with plans and rates, confirm policies, exchange messages, and upload documents at no cost. BenSuite charges a small platform fee only when policies are sold through the platform.
$99 per agency user per month (or $84/month billed annually). Every module and feature is included — no tiers, no add-ons. Carriers, employers, employees, and individuals use BenSuite for free. Start with a free 30-day trial, no credit card required.
Yes. BenSuite supports CSV imports for accounts, employees, policies, and census data. Our onboarding team can help you migrate your book of business from your existing tools.
Benny is your AI benefits assistant built into BenSuite. Benny understands your entire book of business. Ask questions, create tasks, log calls, generate reports, and get answers about benefits concepts — all in natural language.
Not at all. BenSuite is designed for insurance professionals, not engineers. The interface is intuitive, and Benny AI is always there to help. Most agencies are fully up and running within a week.
All plans include email and chat support. Enterprise plans get a dedicated account manager, custom onboarding, team training, and priority support with SLA guarantees.
No. Only broker and agency users pay for BenSuite. Carriers access the carrier portal for free. Employers, employees, and individuals access their respective portals at no cost through their broker’s account.
BenSuite supports all major lines — group health, dental, vision, life, short-term and long-term disability, Medicare supplements, voluntary benefits, individual coverage, level-funded and self-funded plans, and HSA/FSA administration.
Join the agencies that have consolidated their entire benefits stack into one intelligent platform built for the way modern agencies actually operate.
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