Capability Highlights of Benefits Manager Pro

Easily Create Enrollment Sites

  • Create and customize step by step enrollment site(s) with no group size restrictions
  • Support self and assisted enrollment
  • Support Affinity and Employer groups
  • Highly customizable benefits, pages, content, and enrollment rules
  • Mix and match carrier products
  • Each enrollment site is completely independent and customized for the needs of the group
  • Live chat and co-browsing integration.

Multi-Account and Benefit Administration

  • Support hierarchical broker accounts with a common administration portal
  • View reports and activity of all downstream accounts
  • Create enrollment sites, and manage benefits for multiple cases per account
  • Assign multiple administrators and agents with defined access roles and privileges
  • Positively track enrollment, benefit and payment histories of each participant
  • Optionally require administrative approval for select benefits

Product Library

  • Include carrier provided products from central product library
  • Customize products from the library to meet case specific requirements
  • Powerful product engines support complex carrier rules for voluntary and core benefits
  • Restrict products based on state, group, department, class and other characteristics

Imports, Exports, and Reports

  • Upload and update a case census for groups large and small
  • Migrate cases by importing existing benefits and dependents
  • Variety of reports, exports, and search capabilities support benefits management
  • Import and assign unique carrier provided IDs to benefits as they are enrolled.

Self pay support

  • Accept Credit Cards or ACH for self payment
  • Automatic update of expired or replaced credit cards cards
  • Support payment distribution of funds to providers, producers, and other entities per case rules.

Support and Training

  • Platform support, and training provided to producers and providers.
  • Development services for product and site available as required.


Download Highlights: BMP-Highlights.pdf