02:46
Empower brokers with Benefit Sculptor: the only small group quoting tool that turns data-driven insights into intuitive consulting magic. Simplify, strategize, and succeed in client engagement
Transcription:
What is Benefit Sculptor?
Benefit Sculptor is a modern approach to small group benefits quoting. So we're on a mission to modernize the small group benefits consulting experience in order to create a better benefits experience for small businesses and their employees. So in order to do that, we have this idea that we've referred to as quote to consult. And what that means is where it...
Posted February 12, 2024
02:07
Our platform drives fast, accurate results when selecting benefit plans for an agency and their clients. Our differentiator is our proprietary tool that reads all carrier proposals.
Transcription:
What is PerfectQuote?
We are a cloud-based quoting platform designed to make quoting health insurance easy. Our patented technology enables agencies to automate the sales and renewal process across their entire block of business regardless of client size.
How is PerfectQuote different?
The vast majority of employee benefit carriers do not have quoting technology meaning the only way they ca...
Posted October 31, 2022
02:26
Plansight is a platform that allows brokers and carriers to collaborate and better manage the RFP process from start to finish.
Transcription:
What is Plansight?
Plansight is a technology company. We have a web-based platform for the benefits industry. Plansight is really a lot of things. It's everything from an RFP distribution platform to a workflow management tool. But I think for the purposes of staying under three minutes, we can say Plansight is a one-stop solution for brokers to purchase benefits for employers of any size. We do it in a transparent, objective, and competitive envi...
Posted August 12, 2022
02:30
EB3's online platform allows you to create fully customizable, professional-looking Open Enrollment Benefit Booklets for all your clients, large and small, in just 5 easy steps! Create Benefit Booklets, Wrap SPD's, POP documents & more in minutes!
What is EB3?
Thanks, Chris. So EB3 stands for the Employee Benefit Booklet Builder. For years, agents around the country have created benefit booklets through PowerPoint, Word, or Excel, or have even paid vendors insane amounts of money to create one booklet for just one client. It's really time-consuming and frustrating. So EB3 solves that ...
Posted August 10, 2022
