Overview | System Requirements | Request Demo

What is it?
agencyMANAGER is a comprehensive, web-based, software solution that helps brokers prospect for new business, manage and protect their existing book of business, and provide online employee-self-service to their employer groups. agencyMANAGER is an integrated platform for managing an agency's business and the broker/employer/employee relationship.

How does it work?
Using a web browser, the administrator enters or imports their entire book of business into agencyMANAGER. Once the site is set up, you will be able to track communications with clients, proactively manage renewal dates with integrated calendar & Microsoft Outlook™ integration, track commissions, prepare quotes and write proposals, and run detailed reports with exporting capabilities.

You may also use HRIS functionality to track benefit plans at broker and HR administrator levels, with access to items such as detailed employee records, contributions and eligibility details, election of benefits, links to carrier resources, self-populating Smart Forms, and benefit summaries.

Finally, agencyMANAGER allows you to implement web-based Employee-Self-Service and Benefits Admin for HR. Employees can compare benefit plan options, carrier resources, and premiums, as well as the ability to view hidden paycheck. HR also saves time and money on enrollment, changes, etc.

Why should I offer agencyMANAGER to my clients?
agencyMANAGER makes it easy to close new deals by offering value-add web-enablement and ROI, protect existing clients from competing brokers offering web services, improve agency operations and cut administrative costs, and improve commission tracking.

How do I get started?
Call Sales at (916) 421-4000 or e-mail sales@benefitsCONNECT.net.