Quote-to-Enrollment – available now in beta – will wow your clients. They’ll love the reduction in time, paperwork and errors you save them.
You’ll love it too. It frees up your time to focus on higher value activity. But most importantly, Quote-to-Enrollment differentiates you in the marketplace, enabling you to compete effectively with all competitors, old and new.
Quote-to-Enrollment features integration with PlanSource – our debut BenAdmin partner. We will be adding additional BenAdmin integrations soon. At the click of a button, the group info, census info, medical plan rates, benefits and contribution strategy you’ve sold in QuotePad seamlessly pushes to set up the employer group in PlanSource.