The Industry Standard

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


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

To learn more click on a feature below.

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


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

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
Future Development


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
Screenshot of the budget ui


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


The distribution channel of the future

  • Business-to-business consumer direct
  • Independent broker turn-key access program
Future Development

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


Pick The Perfect Plan For Your Team.
Knowing The Difference Between Cost and Value Can Increase Profitability.


Core Package

$20 / Month

plus any applicable taxes

Price Includes 1-25 Users

Insurance Professionals Looking to Streamline and Scale their Processes.

Core includes:

  • My Dashboard
  • Task Monitor
  • Client Profiles
  • Contacts
  • Employee Benefits
  • Group Retirement
  • Reports
  • Broker Settings

Specs / RFQ

10 Free

SPECS / RFQs Monthly
$10 Each Thereafter

The first 10 SPECS/RFQs each month are free. After that, there's a $10 charge for each additional one in the same month.


$25 / Renewal

$25 per Renewal Processed.

Best Business Value!


Broker Suite

$149 / Month

plus any applicable taxes

Price Includes 1-50 Users

Growing Teams Focused on Building More Together.

Everything in Core, plus:

  • Individual Insurance
  • Resource Center
  • Commission Tracker
  • Newsletter Builder
  • Business Development
  • Budgets
  • Human Resources
  • Compliance

Specs / RFQ

10 Free

SPECS / RFQs Monthly
$10 Each Thereafter

The first 10 SPECS/RFQs each month are free. After that, there's a $10 charge for each additional one in the same month.


$25 / Renewal

$25 per Renewal Processed.


Precision Approach

Let's Talk

50+ Users

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

Everything in Core & Broker Suite.

Customizable software empowers businesses to tailor solutions, optimizing workflows, enhancing user experiences, and aligning technology with industry demands. Create distinctive software that addresses challenges and unlocks growth opportunities.
Need Multiple Accounts?
Call Us at 519-453-5024
Customize Your Plan to Suit
Your Business Needs.

Advancement Project

The Distribution Channel of the Future
Digital platform that automates direct sales and service processes for "Broker to Business" and "Group Account Executive to Broker" activities, requiring minimum human supervision. This feature will be offered separately from the current packages available to our users.
Future Development


Pricing Yet To Be Announced (TBA)

Gift Card

Gift Giving is All About Relationships.

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

NOTE: The intention of the Gift Card capability is for Group Account Executives, Regional Group Vice-Presidents, Canadian Insurance Companies and Others to reward and/or assist Insurance Brokers with Sales & Operation process efficiency by using the BeneOffice Canada software.

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


New Sales:
Customer Support:

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

Questions? Call Us!

Canada Wide:

Toll Free:
Direct Dial:
Schedule Call:

Mailing Address

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

Meeting Location:

Our office is open

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