Withbenefits is simple to use. But that doesn't mean you won't need a helping hand now and again. Our support team is standing by to assist.
Establishing an account is simple. Indicate which insurers you represent and your contacts at those companies. You can upload individual and group leads and clients. We've tried to keep data entry to a minimum. Our support team is ready to answer your questions.
Once you have your leads and clients entered you will probably want to build a landing page or two and prepare several email or newsletter templates. With that done you are ready to start marketing!
To keep up with existing clients you will want to build policies in Withbenefits and upload any forms or applications you have customized for a particular policyholder.