Benefeature for Brokers & General Agencies

 

Grow Your Book of Business with Powerful Data Insights

 

Learn how Benefeature empowers brokers and general agencies to identify new opportunities, strengthen relationships, and grow with precision.

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B Hero

Role Specific Use-Cases

Business Development Teams

 

Focus on high-potential opportunities to grow your book of business.

  • Pinpoint warm leads: Combine retirement and insurance data to identify shared customers.

  • Find Green Field opportunities: Discover top employers with direct carrier sales.

  • Expand relationships: Analyze competitor relationship trends with carriers.

 

B 1

Business Development teams use Benefeature to identify companies already engaged in retirement plans, allowing for seamless cross-selling of group benefits.

Strategy Teams

 

Strengthen market position with precise insights and competitive analysis.

  • Evaluate market share: Compare your position against competitors in specific territories.

  • Analyze competitive performance: See who’s gaining or losing business and adjust strategies accordingly.

  • Optimize broker assignments: Identify high-performing brokers and allocate resources for maximum impact.

 

B 2

A Strategy Manager at a brokerage can use Benefeature to understand which regions are underperforming and strategically target top brokers to drive results.

Performance Enablement Teams

 

Support brokers with actionable insights and streamlined workflows.

  • Benchmark premiums and participation rates: Provide brokers with competitive insights to win more deals.

  • Enhance reporting: Export insights to share with clients or internal teams.

  • Track sales performance: Measure growth and identify areas for improvement.

 

B 3

Enablement teams use Benefeature’s easy-to-use reporting tools to create client presentations showcasing competitive advantages.
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Why Brokers & General Agencies Are Choosing Benefeature

 

Territory Management

 

Map broker territories, analyze performance, and uncover growth opportunities.

 

Exclusive Broker Intelligence

 

Access verified contact details and attribution data to build relationships with the right people.

 

Retirement & Insurance Data

 

Combine datasets to cross-sell products and maximize growth opportunities.

Experience The Benefeature Difference

  • Search for employers, brokers, and carriers with precision.

  • Filter by benefits plans, broker offices, premiums, compensation, demographics, renewal dates, and more.

  • Identify high-value prospects and focus your efforts effectively.

 

Search 2

 

  • Modeled premiums and participation by product for deeper insights.

  • Compare plans and broker compensation against market benchmarks.

  • Analyze market share, competitor growth, and retention rates.

  • Access book-of-business data and prioritize opportunities with intelligent rankings.

 

Analytics 1

 

API 1

 

  • Seamlessly integrate data into your existing systems.

  • Enjoy an intuitive interface for easy navigation.

  • Export data effortlessly to streamline workflows.

Get Your Job Done Better

 

Discover why brokers and general agencies are choosing Benefeature for their benefits and retirement intelligence needs.

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