Limelight Health and BenefitsGuide Announce Partnership to Create Streamlined Benefits Solution
Using a combined solution, insurance brokers, general agents, PEOs and insurance carriers will:
- Eliminate redundant data entry
- Reduce the amount of time required to manage their business
- Improve accuracy
- Save money
BenefitsGuide streamlines the process of selling and servicing group insurance and employee benefits from the perspective of an insurance broker, general agent, PEO and insurance carrier. The application improves renewal retention rates and sales close ratios while also reducing the time required to service existing business and providing real time visibility into all operations.
BenefitsGuide manages all the information about clients, prospects, carriers, vendors, and brokers, and all the work that your staff does in one centralized place. Take notes and set follow up tasks, sync emails and calendar events from Outlook or your mobile device, track and manage plan information for all your clients for all lines of coverage, manage a library of all the different products you sell: Member Transactions, RFP's, Claims Advocacy work and more. More than just software, BenefitsGuide is a boutique service that takes each subscriber through business analysis, implementation, training and support.
The company's first product, QuotePad, is a cloud-based multi-carrier quoting platform that allows health insurance agents to quote and compare health, medical, dental and vision benefits information quickly and easily, making the decision-making process simpler for clients.
Using QuotePad, brokers can create fully customizable proposals in a variety of formats in just a few clicks, empowering business owners with the information they need in a format that works for them. Limelight has recently expanded capabilities with new products, including a full single-carrier underwriting and rating system, and a version of QuotePad that meets the specific needs of PEOs.
"We are excited to partner with
With this partnership,
"As the market continues to evolve, we believe that integrations like this will help those in distribution to become substantially more efficient," said
This is the first CRM to provide quoting / benefits administration / enrollment platform integration through a single point of data entry in the market. Users of
These partnerships highlight the growing importance of data integration as a means of expanding customer choice and improving the overall experience.
About
Limelight Health reimagines employee benefits through innovative and integrated quoting technology. We help health insurance carriers, general agents and brokers achieve higher levels of sales and channel performance. Customers using our 'quote-to-enroll' platform simplify their user experience, promote their value-add, and reinforce their brand. Integrated API enables seamless connectivity with other carrier, agency and employer systems. Since its inception in 2014,
About BenefitsGuide
BenefitsGuide is the flagship product of Hillcrest Business Systems, a Salesforce OEM partner since 2009. Originally built on the Enterprise Edition of Salesforce CRM to run a group insurance brokerage in
CONTACT:

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