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  • Thrive in this new ACA Environment

    Our world of insurance has changed forever – like it or not. Today's successful insurance professional will be more efficient; more automated. Withbenefits' productivity tools allow you to sell more with much less effort.

  • High Tech --- High Touch

    Your clients love you because you have been there when they needed you most. Withbenefits lets you keep this personal relationship – just better organized and more automated.

  • High Volume Sales – Done Right

    The Affordable Care Act is forcing employers to drop group insurance. Do you have what it takes to capture those employees' individual business? Withbenefits can help your agency become a high volume sales machine.

At this time of great disruption and opportunity, our mission is to provide you with affordable sales and marketing automation tools that will help your independent agency flourish and grow.

Client Management

Policy data at your fingertips. Know when your policies renew, the contribution / eligibility provisions, premium rates, and whether the plan is considered affordable under ACA. Learn More

Commission Accounting

Build a commission structure that helps drive sales. More than just a commission accounting system, Withbenefits allows you to create customized compensation levels down to the client policy level. Learn More

Sales Automation

Withbenefits is a simple and powerful sales automation tool. Mass emails, web forms and landing pages combine to make an integrated, mutually supporting sales system. Our analytics package allow you to optimize your marketing campaigns. Learn More

Insurer Contact Info

Tired of searching for that sales rep's phone number? Withbenefits keeps all of your insurer contacts' phone, email and mailing address in one handy spot. Learn More

Document Library

Increase your agency's efficiency. Keeping track of insurer benefit summaries, enrollment and claim forms is a big hassle. Withbenefits does the heavy lifting for you. Save insurer and customized client forms in our document library. Learn More

Customer Service

Take your customer service to the next level. Track claims and billing issues, assign tasks, and ensure timely customer service. To-do reports keep your staff working smart. Your clients will love this new level of care. Learn More