SmartBenefits - Introduction

SmartBenefits is used to track group policies written for business clients, including group life, group medical and other group policy types.

Note: To manage individual insurance policies, see SmartPolicies.

With SmartBenefits, an advisor can track group products available for sale as well as businesses that have group policies. Detailed business data, including an employee census, can be tracked and used to aid marketing campaigns. Advisors can use the module to better advise their business clients about products they can add to their employee compensation packages. Advisors can also send the data to carriers to receive timely and accurate quotes.

SmartBenefits provides the user with powerful and flexible group policy tracking features:

• Track detailed information regarding a client's group coverage from the client's business record.
• Run proactive prospecting campaigns with queries for clients who lack a specific type of coverage.
• Quickly and easily view a summary of all coverage for one client or multiple clients.
• Track multiple plans under each group product.
• Track key employees of group business clients for individual business marketing campaigns.
• Add and customize new categories of benefits for each group product type.

Select a topic below for more information.

• Basic Workflow
• User Setup
• Employee Census and Group Benefits
• Working with Group Products
• Working with Group Policies
• Group Policy Import
• Dynamic Reports

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