BenefitMall - National 2014 - (Page 7)
The Right Tools to Advance Your Business
What turns a lead into a lasting client? It starts with leading technology. Our Broker tools stem from that technology and
set us apart from all the rest. Through efficient quoting, streamlined case management and timely industry insights, we
aim to help you not only build a client base, but also build relationships that stand the test of time - even when times are
changing.
PERSONAL BROKER WORKSPACE
As reliable as it is flexible, your Broker Workspace presents your entire book of business on a virtual desktop.
You can view:
* Online Health Insurance Quoting
* Carrier Documents and Forms
* Informative Case Listings
* Case Renewal Notifications
* News Alerts
* Organized Sales Information
CLIENT READY QUOTE SYSTEM®
Innovative and versatile, Client Ready Quote System, or
CRQS, allows you to get fast, accurate quotes for your
small group clients from the nation's
top carriers.
CRQS allows you to not only run health insurance quotes for new clients, but also to review or revise a previously ran
quote for an existing client. You can also compare quotes side-by-side, present them in a variety of customer-ready
proposals and save your favorite insurance plans for future quotes.
CARRIER INFORMATION LIBRARY
Paperwork is an essential part of your business, but it can be simpler with BenefitMall's Carrier Information Library. You
can easily search and save plan descriptions, underwriting guidelines and enrollment kits, and e-mail them to your clients.
CASE INFORMATION
Easily review the status of submitted cases, view and export issued cases. BenefitMall will notify you up to 60 days in
advance of potential renewals for existing businesses.
SOLD BUSINESS BY CARRIER
A breakdown by premium sold or lives of the top carriers you do business with.
*CRQS available in select markets.
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http://www.benefitmall.com/tools-and-Resources/Benefits/Broker-Workspace
http://www.benefitmall.com/Tools-and-Resources/Benefits/Client-Ready-Quote-System
http://www.benefitmall.com/Home/Tools-and-Resources/Benefits/Document-Library
http://www.benefitmall.com/tools-and-Resources/Benefits/Broker-Workspace
Table of Contents for the Digital Edition of BenefitMall - National 2014
BenefitMall - National 2014
BenefitMall - National 2014 - (Page 1)
BenefitMall - National 2014 - (Page 2)
BenefitMall - National 2014 - (Page 3)
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