Canadian Employee Benefits
Insurance Agency Software

Helping Employee Benefits Professionals Compete in a Digital World

There is always a way to make distribution more efficient, more productive and more profitable.
As an InsurTech that is what we do.

Why BeneOffice?

We have created a broad suite of products and services specifically designed to provide marketing, sales, and business management solutions. Our products encompass years of expertise across many facets of running a successful insurance practice to achieve your goals and take your business to the next level.

  • Powerful & Affordable

    Empowering Insurance Professionals to compete in a digital world by managing critical parts of their operations at a price that fits your ongoing budget and needs.

  • All-In-One Application

    Business innovation for your entire distribution network. A simpler way to have a client management system, evaluate quotes, analyze renewals, cross selling activity and more.

  • Clean Case Underwriting

    Enhancing the flow through of transactions and reduce manual intervention, time and expenses from the process for both brokers and insurance companies.

Screenshot of login page when view on phone.
  • Any Time, Anywhere

    Around-the-clock access to client management tools, product manuals and all the forms you will need. Anytime, anywhere, without friction or delay.

  • Forecasts + Insights

    Creating intelligent interactions between Insurers, Brokers and Customers. Now the digital age is taking real time data and insights to drive profitable growth.

  • Hosted In Canada

    Specifically designed for Employee Benefit Brokers across Canada. In a business environment where the end user security and compliance is everything.

Ready to Begin?

Get Started

Pricing & Features

Built for the way you do business.
Let us find the right productivity solution for you.

A subscription pricing model that allows users to pick the options that best fits their ongoing budget and operational needs.

All prices in CDN Dollars.

To learn more click on a feature below.

Essentials
The required foundation of the BeneOffice platform including CORE components and COST PER USE features.
Essentials Core Package $20 / Month

Task Monitor

Turn leads into customers with workflows

  • Follow up with consistency
  • Keep on top of all activities and deals
  • Visual sales pipeline – by month and by year
Screenshot of abeyance task list

Client Profiles

Meaningful interactions with no details forgotten

  • Easy to set up
  • All your client details in one spot
  • CSR, Marketing, Renewal and Sales teams informed and prepared
Screenshot of client profile dashboard

Employee Benefits

Run your back-Office operations efficiently

  • Insurance company quote identifier – who are the insurance markets
  • Quote process streamlines from specs, spreadsheets to client reports
  • Renewal analysis calculator to validate insurer pricing
Screenshot of employee benefit quote summary screen

Group Retirement

Tools for your group retirement specialists

  • Streamlined processes from specs, to options, including client reports
  • Group design options: RRSP, DPSP, DCPP, DBPP, TFSA, NRSP
  • Annual policy review process
Screenshot of group retirement quote summary screen

Reports

Make better decisions with valuable insights

  • Instantly see your business performance on your dashboard
  • Various reports to assist in running your business
Screenshot of my dashboard
Add Ons
Enjoy the full experience of BeneOffice by adding additional features to increase the power and capabilities of your operating system.

Individual Insurance

Manage your cross-Selling activity

  • Individual client profiles with policy details
  • Key Person – Life/DI/CI client quote reports
  • Access to Health, Dental and Travel quotes
Screenshot of individual insurance quote options

Resource Center

All the knowledge you need in one place

  • Electronic group administration kits
  • Insurer and supplier catalogue
Screenshot of resource center's forms

Commission Tracker

Know where your money is

  • Estimated commissions vs. actual
  • Easily set up brokerage house vs. producer splits
  • Detailed brokerage operations and sales producer reports
Screenshot of commission tracker breaking down a cheque between house and producer

Newsletter Builder

Communicate with ease

  • Employee member educational hot-sheets
  • Business owner and plan administrator newsletters
  • New business prospecting communication documents
Coming Soon

Brokerage-Ops

The behind the scenes for your organization

  • Business development
  • Human resources tools to manage your internal team
  • Budgets at both the brokerage and producer team levels
Coming Soon

Compliance

Regulatory and industry practices

  • Sales production disclosure and compliance forms
  • Corporate compliance and code of conduct templates
  • Tracking system for corporate and personal licences, E&O and CE credits
Screenshot of my licence tracking

MyGroupROBO

The distribution channel of the future

  • CURRENTLY UNDER DEVELOPMENT
  • Business-to-business consumer direct
  • Independent broker turn-key access program
Coming Soon

Take Action Now!

Choose the onboarding experience based on your company size below.

Manage

For Insurance Professionals looking to streamline and scale their processes.

1 to 34 Users

Growth

For Growing Team focused on building more together.

35 Users or More

Customize

For Managing Complex Partnerships on a Local, National or Global Scale.

International Organizations

Our broad digital platform provides all the pieces you need to accelerate your business making it more efficient, more productive, and more profitable.

Your InsurTech to Sell • Service • Renew Canadian Employee Benefits

Gift Card

Gift Giving is All About Relationships.

Want to send a Thank You or maybe a Just Because gift?

No matter what the occasion, BeneOffice Gift Cards make the perfect gift…any time of the year.

Need to reach us?

Contact us in a way that is convenient for you. We are here to help.

Contact Us

Email

Sales:
sales@beneoffice.com
Support:
support@beneoffice.com

Please add these emails to your address book to ensure proper delivery of our emails.

Questions? Call Us!

Canada Wide:

Toll Free:
1-888-231-7489
Skype Name:
BeneOfficeTeam

Mailing Address

BeneOffice Canada Inc.
PO Box 173 London Station B PO
London, ON, N6A 4V6
CANADA

Meeting Location:
Map

Our office is open

Monday to Friday
9am until 5pm
Eastern Standard Time (EST)