Robust Client Relationship Management. Maintaining your book of business is a crucial part of your success as an agent. The Benefit Geek Platform was created from the ground up with agents in mind, facilitating easy lead management, quoting, enrollment, marketing, and client retention. The core CRM functionality is offered at no cost to all agents.
On top of it's core functionality, agents have the ability to utilize several options within the platform:
Medicare Express is for agents that long for a simpler way to assist their clients. No longer will you have to use multiple sites or paper applications to quote/enroll your clients for Medicare Advantage, MAPD, PDP, or Medicare Supplement plans. It can now all be done within the Benefit Geek Platform. With this system enrollment can be done in person or over the phone with no need for a client signature.Learn More
Many focus on ACA sales at least part of the year. For those agents we have the industry standard ACA quoting and enrollment platform. Not only is it trusted by more agents than any other enrollment system, to date over 500,000 individuals have been processed for enrollment though the platform.Learn More
Life Express is a first-of-its-kind final expense quoter. While most life insurance tools live in an outdated world, we offer a modern solution. Life Express offers quotes and underwriting for all major Final Expense plans. Gone are the days of remembering field underwriting for every carrier in your portfolio. Just enter the clients health data into our system and we'll tell you which plans they could be approved for.Learn More
We understand all the support & technology in the world is great but doesn't help if you don't have consumers to sell. For that reason we've developed a lead program that helps get our users in front of the right people. Simply turn on your lead flow within Benefit Geek to receive live calls from potential Medicare clients. All leads are 100% exclusive to the agent.Learn More
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