Seamless integration, comprehensive tools, and dedicated support tailored to boost your insurance business.
Start Transforming Your Lead Strategy
Seamless CRM Integration
Automatically updates your CRM with new lead information in real time, ensuring that your data is
always current and actionable.
We Integrate with …
And More
Your All-in-One Agent Portal
Navigating the Portal
Play Video
Key Features
Lead Management
Effortlessly view, return, and provide disposition data on your leads, optimizing management and lead quality for continuous improvement.
Invoicing
Manage your finances efficiently within the Agent Portal by viewing invoices and updating your payment methods with ease.
Settings & Preferences
Update your contact details, schedule vacations pends, and change your password all in one convenient location.
Dedicated Customer Success Team
Rely on Benepath's customer success team for thorough support, including dedicated onboarding
assistance and prompt responses to any questions or concerns you may encounter.