| Benefitfocus eSales™ delivers a comprehensive solution to the broker/agent community. It provides a robust and streamlined platform to manage and produce provisional and final rate quotes for prospective groups and individuals. Benefitfocus eSales includes extensive features and workflow management tools to assist brokers and agents with the sales process. |
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| A Complete Solution |
| Benefitfocus eSales enables brokers/agents and account executives to track leads, generate rates and create quotes and proposals. After generating quotes, eSales tracks progress and stores associated details throughout the sales process. |
- Lead tracking
- Lead generation
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| QUOTING AND RATE CONFIGURATION |
| Brokers and agents can offer a quote based on a carrier’s current product list, rules and group needs. If a group prefers a more customized plan, representatives can use our custom product configuration to manipulate deductibles, tiers, conditions, riders and rates while offering a quote based on the group’s preferences. Prospect information is retained for future reference. |
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| INCREASED ACCURACY |
| Account executives can track leads, prospects and products while offering quotes based on detailed data comparisons. Unique analysis tools provide research, market trends and perform data mining to better position existing and future products and services. |
| SAVE TIME AND ADD VALUE |
| Benefitfocus eSales incorporates new products, options and pricing for the most up-to-the-minute rates and accurate quotes. Create instant proposals and calculate rates in real-time for added value and faster customer service. Automate the renewal process to help retain the customers you already have. |
